Blog Posts

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...

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...

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...

"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 during a particular...

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...

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...

The ETCF team keeps an eye on trends, research, legislative developments, and thought leadership at the intersection of charitable planning, estate planning, and wealth management. Here are three recent articles we think are especially relevant for attorneys, CPAs,...

Charitable gift planning, also called estate planning or planned giving, allows clients to support their favorite nonprofit(s) during their lifetime and beyond. Planned giving sometimes has a taboo reputation because it evokes images of death, dying or diverting...

At the community foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority. A natural extension of that work is to explore ways a business owner’s succession plan can incorporate gifts to favorite charities...

Every year, thousands of graduating East Texas students dream about what comes next. For some, that dream is earning a college degree. For others, it's pursuing technical training, certification programs, or specialized careers that will allow them to support their...