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
OBBA Changes and Client Conversations
For many attorneys, CPAs, and financial advisors, the tax law changes under the One [...]
Planning With Charitable Lead Trusts
“Charitable lead trust” is far from a household word, and you might not run [...]
What Happens to Charitable Assets in a Divorce?
As you work with charitable clients over the course of your career, you’ll likely [...]
Case Study: Charitable Giving in a Down Market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations [...]
Transferring a Private Foundation? Remind Clients to Communicate
As you work with clients who have established a private foundation, it is not [...]
Serving Charitable Clients: Dual Strategies Emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, [...]
For more information or support, please contact:
Steven Spinner
Chief Philanthropy Officer
Email Steven Spinner