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
The Advisor’s Guide to Charitable Remainder Trusts
If you’ve worked with charitable families over the years, you’ve certainly heard the term [...]
Philanthropy: It’s a Marathon, Not a Sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about [...]
A Happier Alternative? Moving from a Private Foundation to a Donor-Advised Fund
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable [...]
Weighing the Options: Private Foundation or Donor-Advised Fund?
When you work on the charitable components of a client’s estate or financial plan, [...]
Refresher Course: Charitable Gift Annuities
Several advisors have shared with us recently that they’re fielding more questions about charitable gift [...]
Building Trust in Charitable Giving: A Guide for Advisors
As attorneys, CPAs, and financial advisors, you know very well that trust is at [...]
For more information or support, please contact:
Marcia Shackelford
Chief Philanthropy Officer
Email Marcia Shackelford