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
Estate Tax Planning: What’s Your Next Move?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes [...]
QCDs: $105,000, $108,000, and More Things to Smile About
As you and other attorneys, CPAs, and financial advisors put the finishing touches on [...]
If This, Then That: Your Charitable Planning Cheat Sheet
At the Community Foundation, we’ve recently been asked by attorneys, CPAs, and financial advisors [...]
Three Charitable Insights Worth a Quick Peek
You’re busy as 2024 draws to a close! The team at the Community Foundation [...]
Navigating Multiple Charitable Strategies for Ultra High Net Worth Families
Charitable giving is always an important strategy to discuss with your clients. Many high [...]
Why Companies Need Charitable Advice Too
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans [...]
For more information or support, please contact:
Marcia Shackelford
Chief Philanthropy Officer
Email Marcia Shackelford