Hidden no more: Designated funds and field-of-interest funds
Most attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons behind their popularity. Especially when a donor-advised fund is established at
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