Advisors frequently comment that they’re surprised to discover the many ways community foundations can help their clients, especially compared with national donor advised fund programs affiliated with brokerage houses or financial services firms.
Advisors Newsletter
The Community Foundations is your trusted partner in philanthropy. We produce a newsletter for professional advisors offering insightful articles and updates related to charitable giving. Explore perspectives designed to empower you with the knowledge and resources to better serve your clients, enhance your practice and contribute to impactful charitable solutions.
Check out some of our timely topics:
Make-A-Will Month Conversations
August 2026—August is a timely opportunity to discuss legacy planning, including donor-advised funds, beneficiary designations, and other strategies that can help clients meet both family and philanthropic goals.
Stewarding Charitable Assets Responsibly
May 2026 — CFHV Investment Committee Chair Darrelyn Brennan, CFP writes about CFHV’s work to steward charitable assets responsibly, particularly in a market environment increasingly shaped by concentration, shifting sentiment, and geopolitical uncertainty.
Donor-Advised Funds in the Spotlight
April 2026 —Donor-advised funds remain one of the most effective and flexible tools available to families and their advisors—offering immediate tax benefits, investment growth, and the ability to support charitable priorities over time.
