Giving Insights

Rarely does a month go by without the news of another disaster or humanitarian tragedy. Most recently, the Maui fires and Hurricane Idalia are making the headlines – and also generating widespread charitable support. Indeed, many of your clients are no doubt supporting relief efforts through monetary donations.   Disasters are both unpredictable and sadly, predictable. […]

July 7, 2023

Differing views within families is nothing new. For generations, common topics of disagreement have included: popular culture, politics, religion and parenting, just to name a few. Frequently outranking all is money: how it is made, how it should be spent, how much should be saved.  How benevolent families share money is a topic all its own. […]

July 7, 2023

At the Community Foundation, we regularly work with legal, financial, and tax advisors like you to help clients reach their charitable goals.  As a professional who regularly works with charitable clients, you are no doubt well aware of the tremendous benefits to both clients and charities when a client names a charity, such as a fund […]

June 7, 2023

With fears of economic downturn on the rise, many people are rightfully concerned about their finances. But in these moments, we also see a renewed interest in supporting charitable causes, begging the question — is there a way to save while you give? The short answer is yes! As you form your charitable goals for […]

As you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philanthropy topics until November and December? Not looking at the big picture? According to a recent article, you may want to rethink your approach. The article points out the importance of engaging specialists to assist you in advising a […]

May 12, 2023

Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. It likely has a lot to do with the buzz about Qualified Charitable Distributions (QCDs), which allow those who’ve reached the age of 70 ½ to direct up to $100,000 annually […]

April 17, 2023

If you get cross-eyed when you start reading about Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs), you are not alone! Given the December 2022 passage of SECURE 2.0 legislation, changes to RMD rules are especially important to understand if you are involved in charitable giving and have reached the age of 70 1/2.  What is an […]

March 6, 2023

The recent one-year anniversary of the start of the Ukraine conflict and the earthquake that has devastated Turkey and Syria are causing many to explore ways they can help. In an era of abundant giving methods and unfortunately potential fraud, the Community Foundation is a source of reliability and expediency to help your clients act […]

Most attorneys, accountants and financial advisors are well-aware of donor advised funds and the reasons behind their popularity. Especially when established at the Community Foundation, a donor advised fund is an excellent way for your clients to organize their charitable giving and get even more connected to the causes they care about.   Enter the Qualified […]

February 1, 2023

If you’ve been tracking federal legislation, you’re likely aware that on December 29, 2022, President Biden signed a $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”).  A component of this legislation, known as “SECURE 2.0,” includes many provisions that make it easier for people to build retirement savings. Three […]