How can you encourage the children in your life to be active and volunteer with their community? We have some ideas for how to get kids involved in giving back.

No two of your clients are exactly alike, which is why you tailor your advice to the specific circumstances of each client’s life, finances, and goals. For inspiration, we’re happy to offer three examples of client scenarios and how the community foundation can work alongside you to help handle the charitable components of a client’s plan.

You are not alone if you miss the old “stretch IRA.” Many attorneys, CPAs, and financial advisors recommended this technique to help the heirs of their deceased clients avoid a big income tax hit. For a specific type of client, though, it may be possible to mimic the benefit of the stretch IRA by using a charitable remainder trust.

There’s already a lot going on in October, and you can add DAF Day to the mix, as well as National Estate Planning Week. Both of these annual events are promoted nationally, and your clients are likely to hear about them. The community foundation is happy to offer tips to help you tap the momentum to inspire your clients to update their financial plans, estate plans, and charitable giving strategies.

There are plenty of ways to get involved in your community this month. To get you started, we came up with six spooky-fun volunteering ideas for October.

If you’re a bookworm, you know just how great reading can be. If you’re not, check it out, and see all the benefits books can give.

Make this season about more than just pumpkin spice lattes and costumes. Check out some of these ideas on how you can give back this month.

Professional advisors are invited to a Charitable Estate Planning Workshop on Sept. 25

Values and beliefs instilled now flourish into actions later. What can you do to instill philanthropic values in your children? To get you started, here are six ways to teach your child about giving.

At the community foundation, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. In many cases, corporate giving strategies include donating to local charities, whether directly or through a corporate fund at the community foundation.

If you run a business, you may have caught wind of the changes to the charitable deduction rules that apply to corporations. These tips are for you! Here’s what you need to know: