Rare But Useful: Planning With Charitable Lead Trusts
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They … Read More
News & Stories
Calling It Splits: What Happens to Charitable Assets in a Divorce?
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish funds at The Community Foundation … Read More
Serving Charitable Clients: Dual Strategies Emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct … Read More
Women and Philanthropy: Impact Across Generations
March is Women’s History Month, and it’s a great time to check in on the increasing role of women in philanthropy. At The Community Foundation … Read More
Sudden Life Changes: Charitable Giving Can Help Clients Get Through It
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client … Read More