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

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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

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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 June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

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Stories March 7, 2023

SECURE 2.0 Introduces Legacy IRA and a Boost for QCDs

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists ...

hand holding growing money
Publications December 6, 2022

Charitable Giving Using the New York Statutory Power of Attorney By Bill Davies

William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power ...

hand holding growing money
Publications September 13, 2022

5FORCNY REVISITED: With the Great Wealth Transfer Comes Great Opportunity

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next ...

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 June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

hand holding growing money
Stories March 7, 2023

SECURE 2.0 Introduces Legacy IRA and a Boost for QCDs

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists ...

hand holding growing money
Publications December 6, 2022

Charitable Giving Using the New York Statutory Power of Attorney By Bill Davies

William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power ...

hand holding growing money
Publications September 13, 2022

5FORCNY REVISITED: With the Great Wealth Transfer Comes Great Opportunity

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next ...

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