The Community Foundation recognizes the key role that you, as your clients’ advisor and confidant, play in structuring a plan to address the needs and desires of clients with charitable interest. We work hard to make the charitable giving process easy and rewarding for all involved. To do that, we have dedicated ourselves to meeting your needs, ensuring that you have the relevant information and tools at your fingertips to help your clients achieve their charitable goals.

Advisor News & Stories

hand holding growing money
Publications June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

hand holding growing money
Stories March 7, 2023

SECURE 2.0 Introduces Legacy IRA and a Boost for QCDs

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists ...

hand holding growing money
Publications December 6, 2022

Charitable Giving Using the New York Statutory Power of Attorney By Bill Davies

William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power ...

hand holding growing money
Publications September 13, 2022

5FORCNY REVISITED: With the Great Wealth Transfer Comes Great Opportunity

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next ...

Caragh Fahy and her two sons stand in from of a playground
Stories August 29, 2022

Caragh Fahy: Giving for Generations

Caragh believes that building a financial plan is like putting together a puzzle and charitable ...

Headshot of Marie Norkett
Blogs August 8, 2022

‘Popping The Question’ About Charitable Giving: Marie Norkett, CFP®

Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the ...

hand holding growing money
Publications June 23, 2022

SPOTLIGHT ON: CHRISTOPHER HOYT, JD 

In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from ...

Publications May 19, 2022

Aligning Charitable Investments with Values

Giving Voice Spring 2022: Giving Matters

hand holding growing money
Publications June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

hand holding growing money
Stories March 7, 2023

SECURE 2.0 Introduces Legacy IRA and a Boost for QCDs

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists ...

hand holding growing money
Publications December 6, 2022

Charitable Giving Using the New York Statutory Power of Attorney By Bill Davies

William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power ...

hand holding growing money
Publications September 13, 2022

5FORCNY REVISITED: With the Great Wealth Transfer Comes Great Opportunity

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next ...

Caragh Fahy and her two sons stand in from of a playground
Stories August 29, 2022

Caragh Fahy: Giving for Generations

Caragh believes that building a financial plan is like putting together a puzzle and charitable ...

Headshot of Marie Norkett
Blogs August 8, 2022

‘Popping The Question’ About Charitable Giving: Marie Norkett, CFP®

Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the ...

hand holding growing money
Publications June 23, 2022

SPOTLIGHT ON: CHRISTOPHER HOYT, JD 

In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from ...

Publications May 19, 2022

Aligning Charitable Investments with Values

Giving Voice Spring 2022: Giving Matters

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