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How We Invest

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…

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Supporting Our PLAN Members

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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The Latest on QCDs

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…

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CFA Again Earns Recognition for Transparency

CFA Earns 2022 Platinum Seal of Transparency We are proud to announce that the Community Foundation has again been recognized with a 2022 Platinum Seal of Transparency, the highest rank for transparency through GuideStar by Candid, a nationally established source…

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Charitable Giving: Donor Advised Funds

Why Are Donor Advised Funds Catching Attention? Donors are drawn toward potential growth (and tax savings) for charitable contributions For nearly 90 years, charitably-minded individuals and families have established Donor Advised Funds to help carry out their philanthropic wishes. Employment…

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Talking About Planned Giving

Planned giving starts now Tips and talking points for wealth advisors According to 2020 statistics released in June 2021 as part of the Giving USA report, Americans’ bequests to charity totaled nearly $42 billion last year. That’s a tremendous amount…

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