Blogs from The Foundation

If your client base includes business owners, you’re no doubt aware of the benefits of giving closely-held business interests to charity. Most advisors encounter only a few of these situations, but when you do, our team at The Community Foundation can help you make the most of your client’s opportunity. 

Consider: Margaret Davis has more money in her IRAs than she’ll ever need. 

We work with business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. For your clients that run a business, here are some of the changes to the charitable deduction rules that apply to corporations.

Changes under the One Big Beautiful Bill Act are creating complexity, opportunity, and, for some, urgency. Evaluate whether your client could benefit from “bunching” charitable contributions in 2025.

In case you needed a reminder of the benefits of donating highly-appreciated assets, here’s a look at the numbers.

Why a Fund at The Community Foundation Is the Ideal Recipient 

As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.

There are many misconceptions about the differences between private foundations and donor advised funds. Here are three common ones to help you guide your clients. 

Why this moment demands our collective action.