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
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 [...]
2025 Tax Changes & Charitable Giving: What You Need to Know
Keeping up with tax legislation's ever-evolving landscape can feel like a full-time job! Many attorneys, [...]
Generational Shifts: Fulfilling Clients’ Charitable Wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is [...]
Tax Time Blues: Why is This So Hard?
After the holiday glow fades, your clients may face the sinking realization that it's [...]
For more information or support, please contact:
Marcia Shackelford
Chief Philanthropy Officer
Email Marcia Shackelford