Planning Ahead: A Gift That Lasts
Money, mortality, and family relationships can be hard topics to face. That’s why many people postpone updating their wills or estate plans. Yet getting your affairs in order—long before illness or age forces the issue—is one of the greatest gifts you can give your loved ones. A clear, current estate plan spares them the stress […]
Big and small gifts, estate planning and showing you care, and what happens with a bequest
Money, mortality, and family relationships. Each of those topics alone can be tough for anyone to address head on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing a will, trust, and beneficiary designations forces a person to confront decisions about the ultimate […]
Tax-deductible, tax-exempt, and need-to-know nuances
As year-end approaches, your thoughts might naturally turn to charitable giving—both as a way to support favorite causes and to make the most of available tax benefits. Recent changes in the tax laws have caused many people to reflect on their own understanding of the rules for deductibility, starting with a very fundamental question about […]
Donor-advised funds: Bunching, abundance, and flexibility
Many people establish a donor-advised fund at the community foundation to simplify their giving, stay organized, and even engage the next generation in philanthropy. And, for some families, 2025 is the year when the donor-advised fund takes on an even bigger role in aligning charitable giving goals with changing tax laws. Even families who are […]
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 […]
From Legislation to Impact: The Big Beautiful Bill Act and Your Nonprofit Mission
One Big Beautiful Bill Act (OBBBA) Recent changes in federal tax law under the One Big Beautiful Bill Act (OBBBA) bring both challenges and opportunities for nonprofit organizations in our community. The community foundation is here to help you prepare and consider how to update your strategies as the landscape shifts. “What’s happening with […]