How can you spread the cheer by giving back? We have five altruistic ideas for the holiday season that just might do the trick.

As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) are prompting renewed focus on strategies that merge tax efficiency with meaningful community impact. Among the most powerful tools in this space for clients age 70½ and older is the Qualified Charitable Distribution, or QCD...

If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may get fuzzy. That is totally understandable! Most advisors encounter only a few of these opportunities over an entire career. The key is to be able to recognize the opportunity so you can reach out to the community foundation team to help you make the most of it for your client.

Consider the following hypothetical client situations...

As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and philanthropic goals.

What many advisors don’t realize is that a donor-advised fund at the community foundation is not only useful as a standalone tool, but even more importantly, it can serve as the flexible foundation of a client’s overall charitable giving portfolio. Here’s how this works...

This month looks at the world through the eyes of a child, so today we look at how you can recognize National Child Safety and Protection Month, and keep the children in your life safe.

Use these dates to help you plan your year-end giving.

Make a lasting impact beyond this year. Explore simple ways—through your will, retirement plan, or life insurance—to create a legacy that supports our mission for years to come.

Discover how to shape your charitable legacy. Explore key questions to guide your giving—today and for generations to come—with support from your community foundation. 

Open a new donor-advised fund by December 31, 2025, with at least $1,000, and the Foundation will match 10% of your donation up to $1,000! 

If you strive to live an altruistic lifestyle, there are lots of ways to help out this Halloween. Here are some top tricks to make Halloween a treat for everyone.