Six tips for your year-end game plan
With only a few months left in 2025, it is important to evaluate your philanthropy sooner rather than later. Recently-passed tax laws may throw a curveball into the financial planning strategies you’ve set in motion with your advisors. Here are six tips to help you and your attorney, CPA, and financial advisor evaluate whether adjustments […]
Lean on us: Five reasons to call the Community Foundation
In an economic and legislative environment full of unpredictability, we encourage you to tap the knowledgeable team at the community foundation–perhaps even more than you have in the past. If you’ve already established a donor-advised or other type of fund at the community foundation, you’re familiar with many of the ways we make charitable giving […]
One Big Beautiful Bill Act: Timing Charitable Giving Plans
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and, for some, urgency. The OBBBA reshapes both how much a client can […]
Floor to ceiling: Four factors that will influence corporate giving now and later.
At the community foundation, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. In many cases, corporate giving strategies include donating to local charities, whether directly or through a corporate fund at the community foundation. If you run a business, […]
Tongue Twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial advisors as you counsel your charitable clients. “I have a […]