We’re here as a partner and resource for you and your clients.
Lawyers, CPAs, and other professional advisors rely on the Community Foundation to help clients develop philanthropic plans.
We can be a trusted expert resource on local philanthropy for your charitably minded clients. Our charitable funds make it easy for your clients to give to the causes they care about most – whether they are local charities or nonprofits nationwide.
News and Insights
Rare but Powerful “Charitable Exits”: Know It When You See It
If your client base includes business owners, you’re no doubt at least generally aware [...]
Unlocking the Full Potential of Donor-Advised Funds
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage [...]
Qualified Charitable Distributions: Tax-Efficient Giving for Clients Over 70½
As the economic and legislative environment continues to evolve, advisors are sharpening every tool [...]
Engage Your Clients: Estate Planning Week
National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is [...]
Inherited IRAs: A Charitable Solution?
Remember the good old days when your clients could withdraw the money they inherited [...]
Three Clients. Three Solutions. One Common Theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to [...]
For more information or support, please contact:
Steven Spinner
Chief Philanthropy Officer
Email Steven Spinner