The Community Foundation recognizes the key role that you, as your clients’ advisor and confidant, play in structuring a plan to address the needs and desires of clients with charitable interest. We work hard to make the charitable giving process easy and rewarding for all involved. To do that, we have dedicated ourselves to meeting your needs, ensuring that you have the relevant information and tools at your fingertips to help your clients achieve their charitable goals.

Advisor News & Stories

Woman standing
Stories December 9, 2025

Long-Lasting Giving: Karin DeLaney

Karin DeLaney, Trusts and Estates and Elder Law Attorney - Member at Bousquet Holstein, PLLC, ...

hand holding growing money
Publications December 9, 2025

Three Planning Scenarios for Year-End and Beyond

Three clients, one common theme: In 2025, giving early, donating appreciated stock and using Qualified ...

hand holding growing money
Publications September 9, 2025

Timing Is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans

The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a ...

Cartoon of man looking through telescope
Topics September 9, 2025

3 Main Charitable Giving Changes

Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard ...

someone typing on a calculator
Topics September 9, 2025

Top 10 Ways to Give Smarter with the 2025 Tax Law

2025 is a rare window to maximize both your charitable impact and your tax savings ...

hand holding growing money
Publications June 25, 2025

Spotlight On: Susan R Schoenfeld, JD, LL.M. (TAXATION), CPA, MBA

In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and ...

Partner in philanthropy Kriesel
Stories May 1, 2025

2025 Partner in Philanthropy Award Recipient

William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and ...

hand holding growing money
Publications February 26, 2025

Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025

Your clients (and you!) may still be recovering from a hectic end to 2024, but ...

hand holding growing money
Publications December 11, 2024

Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning

Here’s a roundup of events and activities that we’ve led over the past year to ...

Woman standing
Stories December 9, 2025

Long-Lasting Giving: Karin DeLaney

Karin DeLaney, Trusts and Estates and Elder Law Attorney - Member at Bousquet Holstein, PLLC, ...

hand holding growing money
Publications December 9, 2025

Three Planning Scenarios for Year-End and Beyond

Three clients, one common theme: In 2025, giving early, donating appreciated stock and using Qualified ...

hand holding growing money
Publications September 9, 2025

Timing Is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans

The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a ...

Cartoon of man looking through telescope
Topics September 9, 2025

3 Main Charitable Giving Changes

Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard ...

someone typing on a calculator
Topics September 9, 2025

Top 10 Ways to Give Smarter with the 2025 Tax Law

2025 is a rare window to maximize both your charitable impact and your tax savings ...

hand holding growing money
Publications June 25, 2025

Spotlight On: Susan R Schoenfeld, JD, LL.M. (TAXATION), CPA, MBA

In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and ...

Partner in philanthropy Kriesel
Stories May 1, 2025

2025 Partner in Philanthropy Award Recipient

William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and ...

hand holding growing money
Publications February 26, 2025

Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025

Your clients (and you!) may still be recovering from a hectic end to 2024, but ...

hand holding growing money
Publications December 11, 2024

Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning

Here’s a roundup of events and activities that we’ve led over the past year to ...

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