Author: Stacye Trout

At the Community Foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your … Continued

For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax … Continued

As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock … Continued

National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month.  Think about the different ways assets can pass … Continued

“Charitable lead trust” is far from a household word, but they sure do come in handy in certain donor situations. At the Community Foundation, we are happy to establish a … Continued

At the Community Foundation, we know that charitable giving is deeply personal—and that choosing the right tools matters just as much as choosing the causes you care about. Whether you … Continued

Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when … Continued

Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with … Continued

A new year presents an excellent opportunity to check in on your charitable giving priorities. This is the case every year, but it is especially important in 2026, not only … Continued

At the Community Foundation, we are honored to work with you and so many other families, individuals, and businesses to help organize your charitable giving and support favorite charities that … Continued