For those of us who are able to give more, this is the perfect opportunity to get involved in your community and help spread the holiday cheer this season.

The team at the community foundation is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you routinely determine the best way to incorporate philanthropic intentions into wills, trusts, and beneficiary designations. But how frequently do you document clients’ charitable intentions explicitly as part of incapacity planning?

Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing a new client. For professionals who work in estate, tax, and financial planning, this principle becomes especially important during one of the most delicate stages of engagement: the period following a client’s death.

As you counsel clients through year-end tax planning, the community foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the One Big Beautiful Bill Act (OBBBA) take effect on January 1, 2026. The new law could significantly reshape the tax treatment of charitable contributions in ways that may reduce the tax value of gifts made after this year.
Here are three things you need to know...

If you want to join in and celebrate National Write a Friend Month during this wonderful winter season, here are a couple writing ideas to get you started.

With Thanksgiving nearly behind us and the winter holidays coming up, how can you make others feel warm during the cold season? We have some ideas to get you started.

Gratitude is about more than taking a second to say “Thanks.” Gratitude shows true appreciation. This Thanksgiving, we have some ideas for how you can give gratitude.

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...