For many business owners, a succession event may be the largest liquidity event of a lifetime. We’re sharing four questions you can ask your clients to help bring charitable planning into the conversation early. Plus, we offer a word of caution to help you avoid a common and potentially treacherous pitfall in business succession planning.

Effective charitable planning requires more than just technical knowledge. The community foundation is always happy to be a source for important market context for your work with clients. In particular, recent commentary from industry sources sheds light on the growing nonprofit sector, evolving charitable giving rules, and why philanthropy is increasingly connected to broader financial and estate planning conversations.

Recent headlines about IPOs and other liquidity events are a reminder that sudden wealth creation can open the door to meaningful charitable planning. The community foundation is happy to share three scenarios where attorneys, CPAs, and financial advisors can help clients structure gifts to support their favorite causes while strategically addressing timing, taxes, and long-term community impact.

The community foundation team keeps an eye out for articles that may be interesting to attorneys, CPAs, and financial advisors who work with charitable clients. Check out our recommendations that are worth at least a quick skim to help you stay current on trends and developments.

Independence Day celebrates the United States' sovereignty, culture and freedom. You can be a part of that by taking advantage of these 5 ideas to honor our nation's troops.

Community leaders, educators, employers, and service providers came together this spring to deepen understanding of poverty and explore solutions for lasting change.

Your will may not be the only document that determines where your assets go. Learn why beneficiary designations deserve a closer look.

You can still be involved with your dearest philanthropic cause without having to get up from the couch. Interested? Check out these easy ways to donate without having to leave your house.

Scholarships ease the burden, open doors, and change lives. Learn how over $180,000 was awarded to local students this year through the Fremont Area Community Foundation.

Thanks to generous donors, sponsors, and volunteers, the 2026 Fremont Area Big Give raised over half a million dollars for local nonprofits.