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 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 ...

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 ...

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 ...

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 ...

View More