How can you spot clients who may prefer to keep all, or some, of their charitable gifts anonymous? Check out three sentiments commonly expressed by clients who would like to structure their philanthropy to remain under the radar. Our team is happy to help.

Buying artwork is on the rise among young professionals. Take a quick look at the tax dynamics and decisions involved when a client wants to use their artwork to support favorite charities. With gifts of artwork on the IRS’s radar recently, you’ll want to be prepared for client questions.

Timing is everything, as it is often said, and that may very well be very true for your clients’ charitable giving plans. 2025 is an important year to be absolutely sure you’ve reviewed clients’ charitable goals and evaluated those objectives against the changes in the tax laws affecting the charitable deduction. The One Big Beautiful Bill Act creates both challenges and opportunities, and you’ll want to know how the new laws impact each of your philanthropic clients.

This August, we celebrate National Water Quality Month. How can you have an impact on water quality?

For individuals and their families, the words “You need a new organ” are earth-shattering. Luckily, we can make a difference.

How can you live an altruistic lifestyle when negativity is on your mind? Today we've got the answers as we share six tips to help train your brain to be more positive.

Whether it’s a staycation or a world trip —you deserve a break this year.

Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters most to your philanthropic clients.

Introducing the topic of charitable giving during client meetings can be challenging because there are so many other issues you need to cover in a short amount of time. Walking a client through a case study can help, especially when that case study illustrates the ways charitable giving and tax savings are intertwined. The community foundation is happy to provide examples to break the ice.

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May. What impact will it have on your charitable clients?