by Lesley Roberts, Philanthropic Advisor
As the holiday glow fades, many clients face the annual stress of gathering tax documents and working with their CPAs, financial advisors, and tax attorneys. Preparing for last year’s filings and planning for the year ahead can feel overwhelming. This year, several factors make tax season particularly challenging:
- Uncertainty in Legislation – With ongoing changes to tax laws, both advisors and clients struggle to plan with confidence. When so much is up in the air, it’s difficult to provide reassurance.
- Emotional Strain – Confronting financial realities—income, debts, losses, and tax liabilities—can be draining. Clients who procrastinate may feel even more stressed.
- Information Overload – The abundance of tax advice online can create confusion. Misinformation or conflicting strategies often make it harder for clients to trust professional guidance.
But there’s good news! Discussing charitable giving can be a bright spot during tax season. Philanthropy not only offers tax benefits but also brings positive emotions to the surface. Many of your clients have already established donor advised funds or other giving vehicles with the Community Foundation. Others may be ready to start their philanthropic journey now.
We’re here to support you. As you navigate tax season, don’t hesitate to reach out. The Community Foundation is honored to be your trusted partner in helping clients align their financial plans with their charitable goals—now and all year long.