You’re busy as 2024 draws to a close! The team at the Community Foundation is committed to researching, curating, and keeping you up-to-date on [...]

Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts [...]

It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of [...]