News for Professional Advisors

Legislative Focus: SECURE 2.0 Act and the Sunset of the Tax Cuts and Jobs Act

It may be a good time to start having conversations with your clients about how philanthropic planning can help them prepare for upcoming legislative changes.

Tips for Smarter Giving: We Know Philanthropy

Our team of experienced staff are experts in their field, with specialized training focused on complex gift planning and acceptance, as well as the art of facilitation within multi-generational families.

Spotting Opportunity: Moving From a Commercial Fund to the Community Foundation

While many financial institutions offer donor advised funds, the Community Foundation provides its fund holders with a wider range of services, personalized attention, and stronger ties to local nonprofit organizations.

Case Study: Benefits of Donating Appreciated Stock

His clients’ portfolio allocations were out of balance due to significant gains created by out-performing stocks. See how we worked with one advisor to help his clients donate appreciated stock, a strategy that helped them achieve their charitable goals, avoid taxes on capital gains, and make a difference for our community.

A Winning Combination: The Supporting Organization

Choosing the right philanthropic vehicle is key to helping your clients find the joy in giving while reaching their philanthropic goals. A Supporting Organization meets the unique needs of donors by offering a high degree of autonomy combined with back office support from the Community Foundation.

Case Study: Giving in Retirement

Across Sioux Falls, business owners are generous, philanthropic leaders. But philanthropy is a journey that can change during the different seasons of life. We’re helping local business owners navigate new chapters of philanthropy in retirement.