Blogs from The Foundation

Some of the most productive charitable planning discussions begin with a single question.

When individuals come together with courage, hope and a willingness to act, they create the possibility for meaningful change — not only for themselves, but for others as well.

This month, you may want to ask your clients a question sometimes overlooked in the estate planning process: “Are there charitable causes you would like to include in your estate plan?”  

Many charitably-inclined retirees are still giving from their checking accounts, even though a Qualified Charitable Distribution (QCD) offers a more tax-efficient route for eligible IRA owners.

Foundation President & CEO Karen DuBois-Walton delivered remarks at the Inclusive Growth Summit on Sept. 15, 2026. The Community Foundation was partner on the second-annual event.

By integrating charitable planning with your client’s overall financial and estate planning, a Chartered Advisor in Philanthropy (CAP®) can help your client make the most charitable impact. 

As you work with clients who hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted — including charitable planning. 

Foundation CEO & President Karen DuBois-Walton delivered remarks at the ribbon cutting for the new facility, hosted on Juneteenth.

“Split-interest gifts” can help clients balance philanthropic goals with income needs. Here are six FAQs to get you started.