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 […]
November 2025 Professional Advisors Newsletter Trending Topics 2
As stated in our previous November newsletter, your clients are likely aware that many families are struggling right now, and some clients may ask for your advice about how they can help. Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services, and community programs, a natural disaster, or economic factors, […]
Our Year-End Planning & The OBBBA November 2025 Guide Is Now Available!
As we approach the end of the year, SRCCF is pleased to share our new OBBBA Year-End Giving Pamphlet, designed to help donors explore smart, impactful giving options. Click here to find out more / get your copy
November 2025 Professional Advisors Newsletter Trending Topics 1
Greetings from the Starved Rock Country Community Foundation! Your clients are likely aware that many families are struggling right now, and some clients may ask for your advice about how they can help. Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services, and community programs, a natural disaster, or economic […]
October 2025 Professional Advisors Newsletter Trending Topics 2
Hello again from Starved Rock Country Community Foundation. This is our second newsletter for October 2025. We look forward to working with you and your clients as you set in motion charitable giving plans with an eye toward that end-of-year deadline. Or click here to download this newsletter.
October 2025 Professional Advisors Newsletter Trending Topics 1
Hello from Starved Rock Country Community Foundation and happy October! It is hard to believe that the fourth quarter is upon us. We look forward to working with you and your clients as you set in motion charitable giving plans with an eye toward that end-of-year deadline. Or click here to download this newsletter.
