The Community Foundation Edge
Professional Advisors frequently comment that they’re surprised to discover the many ways the Community Foundation can help their clients, especially compared with national donor advised
Trust-based Philanthropy
What is trust-based philanthropy? Trust-based philanthropy is a new approach to how philanthropy is usually performed. It shifts the dynamic between the two parties and
Helping Younger Clients Plan Their Charitable Giving
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population
Family Philanthropy: A New Way of Looking at Legacy
Having hosted a handful of family philanthropy events and benefitting from strong relationships with our Fundholders, we have been witness to many different stories and
Helping Clients Organize Their Giving Through a Donor Advised Fund
Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, you’re ready
A Mixed Bag: Budget Legislation
With President Biden’s Build Back Better 2022 budget reconciliation bill still pending, the White House just released its Fiscal Year 2023 budget proposal laying out