Author: Stacye Trout

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

It’s down to the wire! 2025 is a crucial year to act on charitable planning before changes in the tax laws take effect in 2026, especially for those who itemize … Continued

Donor-Advised Funds at the Community Foundation can simplify your giving, stay organized, and engage the next generation in philanthropy! Whether you already have a Donor-Advised Fund or are thinking of … Continued

Traditional IRAs are among the most heavily taxed assets for retirees because withdrawals are generally treated as ordinary income, often pushing retirees into higher tax brackets when they begin taking … Continued

Limits in 2026: Under the One Big Beautiful Bill Act (OBBBA), limits on charitable deductions will tighten beginning in 2026. That means some clients may want to “front-load” or “bunch” … Continued