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

Stories October 27, 2026

Engaging the Next Generation Through Philanthropy: A Guide for Professional Advisors

A new resource guide featuring insights from Pragya Murphy, our Director of Philanthropy & Impact ...

hand holding growing money
Publications September 24, 2026

Tips on getting your stocks in a pile (and other reminders)!

As clients turn their attention to year-end tax and financial planning, now is an ideal ...

hand holding growing money
Publications June 23, 2026

Split-Interest Charitable Gifts: Need-to-Know FAQs

For clients seeking retirement income and charitable impact, split-interest gifts may offer a powerful planning ...

News Releases May 13, 2026

2026 Partner in Philanthropy Award Recipient

Karin Sloan DeLaney, ESQ. Member, Bousquet Holstein PLLC, was the 2026 recipient of our Partner ...

hand holding growing money
Publications March 23, 2026

New York State Estate Tax Cliff & The Santa Clause

New York’s estate tax “cliff” creates a narrow but critical planning window: In 2026, estates ...

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 ...

Stories October 27, 2026

Engaging the Next Generation Through Philanthropy: A Guide for Professional Advisors

A new resource guide featuring insights from Pragya Murphy, our Director of Philanthropy & Impact ...

hand holding growing money
Publications September 24, 2026

Tips on getting your stocks in a pile (and other reminders)!

As clients turn their attention to year-end tax and financial planning, now is an ideal ...

hand holding growing money
Publications June 23, 2026

Split-Interest Charitable Gifts: Need-to-Know FAQs

For clients seeking retirement income and charitable impact, split-interest gifts may offer a powerful planning ...

News Releases May 13, 2026

2026 Partner in Philanthropy Award Recipient

Karin Sloan DeLaney, ESQ. Member, Bousquet Holstein PLLC, was the 2026 recipient of our Partner ...

hand holding growing money
Publications March 23, 2026

New York State Estate Tax Cliff & The Santa Clause

New York’s estate tax “cliff” creates a narrow but critical planning window: In 2026, estates ...

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 ...

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