Certain charitable clients may wish to structure a gift to charity so that the client retains a lifetime income stream. Keep in mind that a charitable gift annuity (CGA) could be an attractive option for these clients. Plus, if the client…
The new year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning. Now is a good time for advisors to review a…
Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor advised funds, for example, at the Community Foundation to support favorite charities across the country, including alma maters, organizations in the communities…
2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we're here! The team at the Community Foundation is committed to keeping you up-to-date on what…
Many eyes are on the Charitable Act, which, if passed, would allow for deductible charitable contributions that exceed the standard deduction. The Charitable Act proposes to restore the pandemic-era “universal charitable deduction” and raise the cap from $300 for individuals ($600…
As an advisor, you often talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation. As you counsel your clients about risk management and the role of life insurance…
Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December! What this means is that there’s a pretty good chance your clients are already…
Donation Will Support Community Building, Early Childhood Education in Perpetuity In 2019, the Community Foundation launched two new funds—Community Initiatives and Early Childhood Education—to address critical needs in the region. Both are aimed directly at building a brighter future for…
Our Investment Approach Embracing Best Practices and Meeting Long-term Objectives The Community Foundation believes that strategic asset allocation provides a solid foundation upon which proper investment goals and strategies to achieve those goals can be built. By focusing on risk-adjusted…
How We Support Your Client Relationships When your clients want to have a lasting impact on their community, we can help you execute their philanthropic intentions. The Community Foundation offers professional wealth advisors a broad-based knowledge of community needs, along…
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