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
More Questions Than Answers: Pending Tax Legislation
There’s little doubt that you’ve seen extensive news coverage of the so-called "Big Beautiful [...]
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 [...]
For more information or support, please contact:
Steven Spinner
Chief Philanthropy Officer
Email Steven Spinner