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Advisor Blog, Featured
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
Community Connector Monthly Newsletter
January 9, 2025
In this edition of the CFAAC Community Connector, we share the latest CFAAC news and impact, new CFAAC Board members, and provide updates on scholarships and grants, and valuable insights […]
CFAAC Stories
January 8, 2025
Kate Caldwell Jim Humphrey Jennifer Pratt Karen Whaley Looking back on the past year, we extend our heartfelt appreciation to our four retiring board members. Their hard work and […]
Advisor Blog
January 7, 2025
Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Community Foundation team that their happiest clients seem to be those who’ve incorporated […]
Advisor Blog
January 7, 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning […]