Fund types tailored to your client’s charitable goals
The community foundation offers charitable giving vehicles to meet a wide range of clients’ needs. In many cases, a single client can...
Fund types tailored to your client’s charitable goals
Tips for serving clients who love local
FAQs: A snapshot of tax-time charitable giving questions
Make the Most of Your Donor-Advised Fund
Tax Planning: Get Ahead of the Year-End Rush
Clients want to know: What’s deductible and what’s not?
Have your cake and eat it too: A dual approach to charitable giving
Hidden no more: Designated funds and field-of-interest funds
The Highest Standard for Local Giving
The "i's" have it: Two key topics for client meetings
Nonprofit Sector Insights - October 2022
The BEAR Market
Hurricane Relief
Highly-Appreciated Stock
Inherited IRAs: Big headache, or big opportunity?