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Five Ways Your Community Foundation Can Boost Your Holiday Joy

1. Build family connections through philanthropy Charitable giving is a great way to bring families together. This year, consider browsing the community foundation’s website to discover information about the community you love. Print a few pages or articles to share with your family at holiday

For Advisors: Talk with Clients Now About Charitable Plans and Avoid Year End Stress

Many clients traditionally make many of their donations to charities at the end of each year, or rush to set up donor advised funds or other charitable vehicles in December. This creates unnecessary pressure upon the donors, the charities that receive the donations, and especially the financial,

Having a Plan For Giving is Always a Good Idea

A generous couple came to me recently with a stack of direct mail solicitations from local and national charities. The stack was high – it contained colorful appeals from every type of worthy cause- education, animals, the arts, hospitals, veterans groups, environmental, faith-based organizations

Charitable Gifts of Appreciated Stock – Will You Seize the Moment?

Right now is a unique opportunity for your charitable giving.  Why? The major stock market indexes are trading at record levels and federal tax policies remain unchanged. This is the perfect time to consider making end-of-year charitable gifts. Policy makers in Washington D.C. are

Community Foundation Grants Record $9.98 Million to Charities in Fiscal Year

The Community Foundation for Palm Beach and Martin Counties celebrated another year of monumental charitable giving. Collectively, community impact funds of the Community Foundation granted nearly 1.6 million to nonprofit organizations in 2017. In addition, the Community Foundation

For Advisors: Why Your Clients are Asking About Philanthropy Tools

According to the most recent U.S. Trust Study of High Net Worth Philanthropy conducted in partnership with the Indiana University Lilly Family School Philanthropy, 98% of high-net worth clients are giving to favorite charities each year. And they want help from their attorneys, accountants, and

Gifts of Appreciated Stock - Will You Seize the Moment?

Right now is a unique opportunity for you or your clients' giving.  Why? The stock market is posting record gains and federal tax policies remain unchanged.  This is the perfect time to consider making charitable gifts. Policy makers in Washington D.C. are considering introducing changes to

For Advisors: Doing Good and Feeling Great - Keeping Up with the Clients' Mindset

If you have any doubt that your clients are walking in your door with social impact on their minds, just take a look around! Doing good is everywhere! It's critical that you're aware of this trend so you can maximize social impact as an emotional hook to build client loyalty and next generation

Community Foundation Activates Hurricane Assistance Fund

The Community Foundation for Palm Beach and Martin Counties has activated its Hurricane Assistance Fund to help find solutions to the challenges Hurricane Irma brought for our nonprofit organizations. The Hurricane Assistance Fund will support longer term recovery and rebuilding efforts in south

For Advisors: Why the Next Generation and Philanthropy Go Together

As an attorney, accountant, or financial advisor, you are no doubt very skilled at getting inside your clients' heads. Understanding your clients' goals and motivations is critical to creating financial, estate, and charitable giving plans. But have you ever wondered what's going on inside the