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 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 ...

hand holding growing money
Publications March 31, 2021

The Best-Laid Plans Needn’t Go Awry

If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also ...

Madelyn Hornstein
Stories March 4, 2021

Madelyn Hornstein

In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable ...

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

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 ...

hand holding growing money
Publications March 31, 2021

The Best-Laid Plans Needn’t Go Awry

If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also ...

Madelyn Hornstein
Stories March 4, 2021

Madelyn Hornstein

In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable ...

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

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