Aug 17, 2026
It’s hard to believe summer has slipped away and most students are back in the classroom. With your kids or grandkids back in the classroom, and it still being too hot to tackle outdoor projects on your to-do list, it’s a good time to look at some indoor projects....
Aug 4, 2026
Welcome to the Great Wealth Transfer! This much-cited era, happening right now, is reportedly the time when trillions of dollars will pass from one generation to the next over the coming decades in various forms, ranging from cash and stock to real estate and business...
Aug 4, 2026
Life’s big milestones cover a lot of ground! Some are deeply personal, such as welcoming a grandchild, retiring after a long career, or celebrating a significant birthday. Other milestones are financial: selling a business, receiving an inheritance, exercising stock...
Aug 4, 2026
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important to check in on your charitable goals for 2026 before fall gets into full swing. Otherwise, you may find yourself scrambling to synchronize tax...
Aug 4, 2026
At the community foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your charitable clients. Four recent articles make a common point: the most effective...
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...
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