The Foundation can help your clients fulfill their giving instincts by acting as a secure, knowledgeable, and trustworthy facilitator.

Here are three tax tips to keep handy as you launch into 2023 client work.

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.

Among the dozens of reasons to talk with your clients about their charitable giving plans, here's what many advisors consider to be the top three. 

As you talk with your philanthropic clients this month, keep in mind that certain types of funds at the Foundation are ideal recipients of QCDs.

With the year-end flurry of donations still fresh in many clients' minds, you may discover that clients will welcome your suggestion to make 2023 the year to get organized early.

Here are answers to the questions we’ve been asked most frequently this year by both advisors and donors. 

Giving appreciated stock to charitable organizations is certainly a highly effective tax strategy. During years when highly appreciated stock is in short supply, however, implementing this strategy may be easier said than done.

In the wake of recent disasters in neighboring areas and across the globe, your clients may ask you about their options to support those affected.

Here are three messages worth sharing with your philanthropic clients during bear market conditions.

Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.

Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs. 

August is national “Make a Will Month,” and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.

It's worth exploring philanthropic options with your clients who own farmland.

Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents.

Personal knowledge, QCD eligibility, and public support give community foundations a leg-up in the philanthropic sector, according to professional advisors

By Chelsea Fahr, Director of Donor Engagement

Wondering how you can help foster philanthropic values in the lives of young people you love? Our fundholder services team has a few tips to share.

By Elfrena Foord

It’s true that children can benefit from some inheritance, but every estate should have some money allocated to benefit the community.