News

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

Life’s big milestones cover a lot of ground! Some are personal, such as welcoming a grandchild, retiring after a long career, or celebrating a significant birthday. Other milestones are financial: … Continued

When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important to check in on your charitable … Continued

“Life is what happens to you while you’re busy making other plans.” — John Lennon You’ve certainly heard that well-known quote. But have you thought about it in the context … Continued

At the Community Foundation, we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families … Continued

You might initially think of a donor-advised fund as a simple charitable savings account: contribute assets, immediately receive a tax deduction, if eligible, and recommend grants to your favorite 501(c)(3) … Continued

At the Community Foundation, we are honored to work with many individuals, families, and businesses who support the causes that matter most to them and help make our entire community … Continued