This month, you can try some of these activities to support your community.

For clients with private foundations, simplifying the structure may be top of mind. Transferring assets to a donor-advised fund at the community foundation can reduce administrative burdens, but a thoughtful transition—including proactive communication with nonprofit grantees—is essential to maintaining strong relationships and continued community impact.

The possibility of a sustained down market can influence how clients think about giving. A case study highlights how you can help clients stay focused, identify tax-efficient opportunities such as gifts of appreciated stock, and remain responsive to increasing community needs during uncertain times by working with the community foundation.

As charitable planning becomes more nuanced, your clients are increasingly falling into two distinct groups. Ultra-high-net-worth individuals are navigating sophisticated, long-term strategies tied to legacy and wealth transfer, while clients earlier in their careers are engaging in charitable giving for the first time, often encouraged by new incentives. Understanding these differences can help you tailor your approach.

Today, we’re going to go through some simple, tangible ways you can help put an end to homelessness in your community.

If you’re looking for cool ways to donate your gently used items, check out this list of things you can and should donate, and some unique ideas of where to give them.

If you’re still not sure what you’re doing over spring break, check out these ideas for how you can have fun and give back.

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 be a role for strategic philanthropy in family business succession planning to help clients get ready for an eventual exit. But so what? How does strategic philanthropy actually play out in conversations with a real client?

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 committed to providing regular updates on legal and policy developments that may impact your clients.

In two recent rulings, the underlying message is consistent: Courts and the IRS continue to apply the technical requirements governing charitable deductions with precision. Your clients’ good intentions are not enough.

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 and commitment across generations and demographics inspire our team every single day.

March is an especially good time to reflect on the evolving role of women in philanthropy because it’s Women’s History Month. Increasingly, women are leading charitable decisions in their families, especially as more women are serving as primary financial decision-makers, according to Indiana University’s Lilly Family School of Philanthropy’s Women Give 2024: 20 Years of Gender & Giving Trends.

Two scenarios are driving this change...