News - advisors

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  The community foundation edge: Personal knowledge, QCD eligibility, and public support

  Advisors frequently comment that they’re surprised to discover the many ways a community foundation can help their clients, especially compared with national donor advised fund programs affiliated with brokerage houses or financial services firms. Here are three examples of the types of comments community foundations have heard over the years from attorneys, accountants, and financial advisors:
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  Planning for retirement and giving to charity: Intertwined solutions in economically puzzling times

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  Finding the good, giving as a wealth strategy, and an open invitation

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  Playbook: Helping clients organize their giving through a donor advised fund

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  QCDs: Good news and important reminders

  Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.
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