Aug 4, 2026
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it’s an ideal time to revisit charitable giving...
Aug 4, 2026
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That’s because the client’s...
Jul 10, 2026
“Life is what happens to you while you’re busy making other plans.” — John Lennon You’ve certainly heard that well-known quote. But have you thought about it in the context of your charitable giving? It’s common to create a charitable giving plan...
Jul 10, 2026
At ETCF, we are honored to work with many families across multiple generations. Quite frequently, parents and grandparents share with us their hopes of passing along to the next generation more than just financial assets. They want to pass along values, encourage...
Jul 10, 2026
At the community foundation, we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families who have already begun their charitable giving journey by establishing a donor-advised...
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