News for Professional Advisors

With the federal estate tax exemption at historically high levels, many families might assume that estate tax planning is no longer relevant to their financial strategies. However, philanthropy remains a powerful tool in estate planning, offering benefits that extend far beyond tax savings.

At the Community Foundation, we specialize in helping individuals and families integrate charitable giving into their estate plans, ensuring their wealth creates lasting impact while addressing their unique financial and philanthropic goals.

With tax policy changes likely to become a priority for the new administration – and the possibility of the TCJA (Tax Cuts and Jobs Act) being extended under President Trump’s promise – charitable estate planning still holds significant value.

For families with estates below the federal threshold, philanthropy still provides a meaningful way to align your legacy with your values, supporting causes and organizations that matter most to you.

The Community Foundation offers a range of services to make charitable estate planning seamless and impactful. Whether you’re considering a bequest, establishing an endowment, or creating a charitable trust or private foundation, we provide expert guidance.

For families with multi-generational goals, we also assist in fostering a culture of giving, engaging heirs in the process, and ensuring your charitable legacy endures.

By working with our team, you gain access to local expertise, administrative support, and a trusted partner dedicated to helping you achieve your philanthropic and financial objectives.

Even in a high exemption era, philanthropy remains a cornerstone of estate planning. Let us help you create a legacy that reflects your values and makes a lasting difference.