July 2026 Professional Advisors Newsletter Trending Topics 1
Hello from the SRCCF! It’s an eventful summer already, with lots going on in the markets! The summertime pace may change for attorneys, CPAs, and financial advisors while clients are on vacation and shifting their schedules—but you may be busier than ever as you address real-time opportunities and gear up for fall transactions and year-end […]
June 2026 Professional Advisors Newsletter Trending Topics 2
Greetings! At the SRCCF, we’re honored to work alongside attorneys, CPAs, and financial advisors who help clients turn charitable intentions into meaningful impact. Whether you’re navigating clients’ complex life events, exploring advanced planning strategies, or responding to changes in the tax landscape, your role is critical in shaping outcomes that benefit both your clients and […]
June 2026 Professional Advisors Newsletter Trending Topics 1
Hello from the SRCCF! Thank you for the opportunity to work with your clients! It is such an honor to support your efforts in whatever way we can. In that spirit, the team at the Starved Rock Country Community Foundation knows that summer often brings a fresh perspective—and sometimes a closer look at what clients […]
May 2026 Professional Advisors Newsletter Trending Topics
This month, we’re taking a closer look at two topics that may be gaining traction in your client conversations from the often-overlooked implications of divorce on charitable assets, to the evolving realities of tax law changes. Or click here to download this newsletter.
April 2026 Professional Advisors Newsletter Trending Topics 2
Here’s what we are covering in April’s Trending Topics 2: For clients with private foundations, simplifying the structure may be top of mind. Transferring assets to a donor-advised fund at the SRCCF can reduce administrative burdens, but a thoughtful transition—including proactive communication with nonprofit grantee —is essential to maintaining strong relationships and continued community impact. […]
April 2026 Professional Advisors Newsletter Trending Topics 1
Hello! Thank you for the opportunity to work together. We are grateful for the many conversations we continue to have with attorneys, CPAs, and financial advisors as you help your clients navigate charitable planning in a rapidly evolving environment. It is a privilege to support your efforts to align your clients’ philanthropic goals with their […]
March 2026 Professional Advisors Newsletter Trending Topics 2
Here’s what we are covering in March Trending Topics 2: Two recent cases offer a timely reminder: When it comes to charitable deductions and exempt status, technical compliance is everything. Good intentions alone will not carry the day. We’re highlighting what these rulings mean for your client conversations and how proactive guidance can prevent costly […]
March 2026 Professional Advisors Newsletter Trending Topics 1
Hello! Thank you for the opportunity to work together! We love hearing from so many of you throughout the year, and especially as tax time approaches. It is an honor to work with your charitable clients to maximize their community impact as well as their financial and estate planning goals. Or click here to download […]
February 2026 Professional Advisors Newsletter Trending Topics 2
Here’s what we are covering in February’s Trending Topics 2: Real estate as an underutilized charitable asset. Although real estate represents a significant portion of many clients’ wealth, it remains one of the least used assets in charitable giving. As property ownership continues to shift across generations and clients reassess underused or burdensome real estate, […]
February 2026 Professional Advisors Newsletter Trending Topics 1
Hello! We appreciate the opportunity to work with you! The SRCCF team is always honored to hear from attorneys, CPAs, and financial advisors as you serve your philanthropic clients. As you work day-to-day with charitable individuals and families, you know that philanthropy rarely exists in a vacuum. It intersects with life events, tax rules, emotional […]
