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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

Community Foundation Awards $1.2 Million in Scholarships to 125 Deserving Students

This year, 125 deserving students are fulfilling their educational dreams thanks to the donors of the Community Foundation for Palm Beach and Martin Counties. These students are the recipients of 1,224,097 in scholarships awarded by the organization. The Community Foundation has more than 100

Shopping, Giving, and Making a Difference

In 2016 alone, Americans gave a record 373.25 billion to charities, up 4% from the year before. Have you ever wondered how much of that giving happens at the cash register? The answer is almost 400 million, and that number is on the rise. Here are three things you need to know about making a

Donor Advised Funds and Your Personality Type

For Professional Advisors Personality type matters, even when it comes to supporting community causes. Your "social impact personality type" is especially important as you gear up to structure your or your client's donor-advised fund at the Community Foundation.  A donor-advised fund is a

Evaluating the DIY Charity Option

Has starting your own nonprofit ever crossed your mind?  If the answer is "yes," you are not alone. Today's social impact culture mindset means more and more people are evaluating the options for making a difference in the community. Thousands of new charities are started each year by people

Community Foundation Hosts the 2017 Founder’s Award Luncheon

The Community Foundation for Palm Beach and Martin Counties hosted the fourth annual Founder’s Award Luncheon on Wednesday, May 24, 2017 at the Kravis Center’s Cohen Pavilion. President Brad Hurlburt gave a synopsis of the Community Foundation’s newly developed strategic plan. Some of the

For Advisors: Why the Donor Advised Fund is a Vehicle You Need to Know

Donor-advised funds are the fastest-growing philanthropic planning vehicle in today’s wealth management marketplace. Donor-advised funds have risen dramatically in popularity over the last several years. Total assets held in these vehicles grew nearly 12 percent in 2015 to reach 78 billion by the