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…

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…

QCDs: Good news and important reminders Qualified charitable distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending…