Professional Advisor Insights

You’re an expert with valuable insight about charitable planning. We’ve created a forum for you to share your wealth of knowledge with peers and donors. Become a guest blogger for Professional Advisor Insights to highlight your expertise, or read below to access useful information from your peers about tax effective philanthropic strategies.

Foundation fund v Commercial fund

5 Key Differences: Community Foundation Fund vs. Commercial Gift Fund

Development Director Julia Grant discusses five key differences between opening a community foundation fund...

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Investment Planning with Donor-Advised Funds

How Donor-Advised Funds Fit into Your Investment Portfolio

Learn why donor-advised funds are ideal investments to grow your charitable funds, over time,...

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Avoid Capital Gains Tax with Donor Advised Funds

How to Avoid Capital Gains Tax & Invest in Your Community

Learn why gifting stock, real estate and other appreciated securities to a donor advised...

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