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

Video: Annual Professional Advisor Continuing Education 2021
Stories October 19, 2021

Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new ...

Stories September 29, 2021

Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

hand holding growing money
Publications September 28, 2021

Using IRA Assets for Lifetime and Legacy Giving

Whether your clients are interested in making an immediate impact or planning to leave lasting ...

Dan Pluff Headshot
Blogs August 5, 2021

‘Popping The Question’ About Charitable Giving: J. Daniel Pluff

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

hand holding growing money
Publications June 15, 2021

4 Charitable Planning Tips to Get Into the Minds of Clients

In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide ...

Publications May 26, 2021

Our Spending Policy & Field-of-Interest Funds

Giving Voice Spring 2021: Granting Matters

Blogs May 14, 2021

‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...

Stories May 12, 2021

Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional ...

Stories April 8, 2021

Kevin Visconti

“I believe in the importance of holistic planning and the impact it has on my ...

Video: Annual Professional Advisor Continuing Education 2021
Stories October 19, 2021

Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new ...

Stories September 29, 2021

Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

hand holding growing money
Publications September 28, 2021

Using IRA Assets for Lifetime and Legacy Giving

Whether your clients are interested in making an immediate impact or planning to leave lasting ...

Dan Pluff Headshot
Blogs August 5, 2021

‘Popping The Question’ About Charitable Giving: J. Daniel Pluff

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

hand holding growing money
Publications June 15, 2021

4 Charitable Planning Tips to Get Into the Minds of Clients

In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide ...

Publications May 26, 2021

Our Spending Policy & Field-of-Interest Funds

Giving Voice Spring 2021: Granting Matters

Blogs May 14, 2021

‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...

Stories May 12, 2021

Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional ...

Stories April 8, 2021

Kevin Visconti

“I believe in the importance of holistic planning and the impact it has on my ...

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