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

Headshot of Marie Norkett
Blogs August 8, 2022

‘Popping The Question’ About Charitable Giving: Marie Norkett, CFP®

Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the ...

hand holding growing money
Publications June 23, 2022

SPOTLIGHT ON: CHRISTOPHER HOYT, JD 

In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from ...

Publications May 19, 2022

Aligning Charitable Investments with Values

Giving Voice Spring 2022: Giving Matters

Bill Davies
Blogs May 18, 2022

‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...

Mercy Works volunteers loading boxes for COVID relief
Publications March 28, 2022

Connecting & Responding to Local Needs

A century ago, Cleveland banker Frederick Goff had a vision: pool the charitable resources of ...

hand holding growing money
Publications March 11, 2022

Aligning Investment with Values

Like some of your clients with their own personal investments, community foundations around the nation ...

Headshot of Pragya Murphy
Blogs February 14, 2022

Professional Advisors: Connectors of Charitable Giving by Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and ...

hand holding growing money
Publications December 15, 2021

New York State of Mind: Charitable Giving Implications for Out-of-state Residents and Snowbirds

For tax planning purposes, changes in residency status for snowbirds or those with dual residences ...

Blogs November 18, 2021

‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...

Headshot of Marie Norkett
Blogs August 8, 2022

‘Popping The Question’ About Charitable Giving: Marie Norkett, CFP®

Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the ...

hand holding growing money
Publications June 23, 2022

SPOTLIGHT ON: CHRISTOPHER HOYT, JD 

In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from ...

Publications May 19, 2022

Aligning Charitable Investments with Values

Giving Voice Spring 2022: Giving Matters

Bill Davies
Blogs May 18, 2022

‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...

Mercy Works volunteers loading boxes for COVID relief
Publications March 28, 2022

Connecting & Responding to Local Needs

A century ago, Cleveland banker Frederick Goff had a vision: pool the charitable resources of ...

hand holding growing money
Publications March 11, 2022

Aligning Investment with Values

Like some of your clients with their own personal investments, community foundations around the nation ...

Headshot of Pragya Murphy
Blogs February 14, 2022

Professional Advisors: Connectors of Charitable Giving by Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and ...

hand holding growing money
Publications December 15, 2021

New York State of Mind: Charitable Giving Implications for Out-of-state Residents and Snowbirds

For tax planning purposes, changes in residency status for snowbirds or those with dual residences ...

Blogs November 18, 2021

‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...

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