Spring Professional Advisor Social
Sip, Connect & Celebrate a Year Worth Toasting Thanks to the partnership of advisors in our region, this past year marked a record for new charitable funds and contributions at the community foundation, reflecting growing client interest in strategic, purpose-driven giving. We’re excited to host our Professional Advisor Spring Social on June 2, 2026, from […]
Sudden life changes: Charitable giving can help clients get through it
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client over many years, you’re very likely at some point to help the client through a serious illness, a loved one’s death, business challenges, marital dissolution, strained relationships with children, or […]