Blogs from The Foundation

For clients who want to enjoy charitable giving during their lifetimes and reduce estate and gift taxes on highly appreciating assets, a charitable lead trust is worth a look. 

While the OBBBA made charitable giving a particularly effective strategy in 2025 for tax and financial purposes, 2026 holds opportunities, as well. 

You probably work with several clients who own a family business. There may be a role for strategic philanthropy in family business succession planning to help clients get ready for an eventual exit.  

Real estate ownership is expected to change hands at a rapid pace in the midst of a major transfer of wealth over the coming years. Here are some points to keep in mind on how real estate can support charitable goals in a tax-efficient way. 

Our philanthropic advisors can help you and your clients identify the best way to deploy their charitable dollars.  

Here are two bonus “must-knows.”

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.