Case Study: Business Owners Exit with a Family Legacy
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may
Documentation is No Joke and Coffee is Not Milk: Two Important Tax Rulings
At the Community Foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re
Women and Philanthropy: Four Insights to Inform Your Practice
At the Community Foundation, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes. The generosity
Worth a look: Charitable gifts of real estate
If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option to fund charitable giving. Real
Postmarks, rule changes, and remedies for clients’ 2025 charitable gifts
If you were surprised to read about the ripple effect of a seemingly small change in the U.S. Postal Service regulations late last year, you
Sudden life changes: Charitable giving can help clients get through it
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client