As part of our service to you and other advisors, The Community Foundation is committed to letting you know about trends and developments that may impact your clients’ charitable giving strategies. In this issue of the Philanthropy Brief, we share information about trust in the charitable sector. We also discuss why a donor-advised fund may be more effective than a private foundation and provide a refresher on charitable gift annuities.

As tax season unfolds, professional advisors are navigating financial complexities, generational wealth transfers, and potential tax law changes. In this issue of the Philanthropy Brief, we share insights on how philanthropy can ease tax-time stress, engage clients in meaningful legacy planning, and adapt to evolving policies—ensuring you’re prepared to guide charitable conversations with confidence.

Discover how The Community Foundation can help you make a lasting impact on local charities. Tap into expert knowledge, choose from various fund types, and leave a legacy for future generations.

As tax season approaches, it's a great time to think about how charitable giving can also benefit your tax situation. We’re sharing valuable tips on making the most of Qualified Charitable Distributions (QCDs), planning for business succession, and gifting appreciated stock. Learn how to maximize your philanthropic impact while optimizing your tax benefits.