As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for an eventual exit. But so what? How does strategic philanthropy actually play out in conversations with a real client?

At the community foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates on legal and policy developments that may impact your clients.

In two recent rulings, the underlying message is consistent: Courts and the IRS continue to apply the technical requirements governing charitable deductions with precision. Your clients’ good intentions are not enough.

At the community foundation, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes. The generosity and commitment across generations and demographics inspire our team every single day.

March is an especially good time to reflect on the evolving role of women in philanthropy because it’s Women’s History Month. Increasingly, women are leading charitable decisions in their families, especially as more women are serving as primary financial decision-makers, according to Indiana University’s Lilly Family School of Philanthropy’s Women Give 2024: 20 Years of Gender & Giving Trends.

Two scenarios are driving this change...

This National Women’s History Month, you can honor women who have strived to make a difference in the world, along with women in your community today.

Did you know you can give back by supporting small businesses? Here are some hows, whys and benefits of supporting small businesses for your altruistic lifestyle.

Eleven local nonprofits are receiving a boost to start 2026, with more than $226,000 in grants supporting youth programs, public safety, accessibility projects, and community celebrations across the Fremont area.

New tax laws in 2026 could impact your charitable giving. Learn what’s changing — and why now is the time to connect with your tax advisor.

FACF’s new GirlPowerr Fund empowers girls to pursue higher education through NEST 529 matches, community partnerships, and a bold vision for future women leaders.

The month of February reminds us to seek out stories and histories, and recognize the significance of black history. Take these ideas to heart and practice them as you honor Black History Month.

If you were surprised to read about the ripple effect of a seemingly small change in the U.S. Postal Service regulations late last year, you were not alone! Here’s what you need to know, including potential remedies for your clients whose 2025 charitable deductions may be impacted by the rule change.