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

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 ...

hand holding growing money
Publications September 16, 2024

Advising The Charitable Millionaire Next Door

With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...

News Releases July 17, 2024

2024 Partner in Philanthropy Award Recipient

Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...

hand holding growing money
Publications June 14, 2024

Family Philanthropy: Preparing the Next Generation for Success

Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the ...

Woman standing in office
Stories March 19, 2024

Giving Seamlessly: Leyla Morgillo

Giving has always been intrinsic to Leyla Morgillo's being whether it be through her time ...

hand holding growing money
Publications March 5, 2024

FAQS: A Snapshot of Clients’ Tax-Time Charitable Giving Questions

With the year is in full swing, now is a good time for advisors to ...

Pamela Monaco sitting with her dog
Publications March 5, 2024

Planning Never Stops

Giving Voice Winter 2024: Giving Matters

hand holding growing money
Publications December 20, 2023

Financial Psychology Can Unlock Your Charitable Giving Intentions

Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on ...

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

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 ...

hand holding growing money
Publications September 16, 2024

Advising The Charitable Millionaire Next Door

With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...

News Releases July 17, 2024

2024 Partner in Philanthropy Award Recipient

Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...

hand holding growing money
Publications June 14, 2024

Family Philanthropy: Preparing the Next Generation for Success

Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the ...

Woman standing in office
Stories March 19, 2024

Giving Seamlessly: Leyla Morgillo

Giving has always been intrinsic to Leyla Morgillo's being whether it be through her time ...

hand holding growing money
Publications March 5, 2024

FAQS: A Snapshot of Clients’ Tax-Time Charitable Giving Questions

With the year is in full swing, now is a good time for advisors to ...

Pamela Monaco sitting with her dog
Publications March 5, 2024

Planning Never Stops

Giving Voice Winter 2024: Giving Matters

hand holding growing money
Publications December 20, 2023

Financial Psychology Can Unlock Your Charitable Giving Intentions

Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on ...

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

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