September 2025 Professional Advisors Newsletter Trending Topics 2
Hello again from the SRCCF. We are honored to work with so many attorneys, CPAs, and financial advisors to help your clients achieve their charitable goals. As you begin to consider year-end planning for your clients, keep in mind that our team keeps you informed of developments impacting charitable planning, and in many cases, the […]
September 2025 Professional Advisors Newsletter Trending Topics 1
Hello from the Starved Rock Country Community Foundation! The year is winding down, and it’s been eventful. We are honored to work with so many attorneys, CPAs, and financial advisors to help your clients achieve their charitable goals. As you begin to consider year-end planning for your clients, keep in mind that our team keeps […]
August 2025 Professional Advisors Newsletter Trending Topics 2
Here are the last two Trending Topics for August 2025: Quiet Types: Spotting clients who prefer to give anonymously & Gifts of Artwork: Worth a look, but be careful. Or click here to download this newsletter.
August 2025 Professional Advisors Newsletter Trending Topics 1
Hello from the Starved Rock Country Community Foundation! We appreciate the opportunity to work with so many attorneys, CPAs, and financial advisors as you counsel your clients about the most effective ways to make a difference in the community. We know that your clients are committed to their charitable giving plans that continue to improve […]
July 2025 Professional Advisors Newsletter
As always, we’re honored to be your first call whenever the topic of charitable giving arises. Our goal is to help your clients make a difference, especially during these uncertain times. The community foundation is here for you, for your clients, and for our community. Or click here to download this newsletter.
June 2025 Professional Advisors Newsletter Trending Topics 2
As you work with charitable clients, you may discover that they’ve established a donor-advised fund at a national commercial provider. It’s easier than your clients (and you!) might think to transfer this donor-advised fund to a donor advised fund at the SRCCF, which offers the same tax benefits plus the benefits of local connection. Learn […]
June 2025 Professional Advisors Newsletter Trending Topics 1
Thank you to so many of you who have reached out recently with questions about how pending tax legislation might impact the charitable planning strategies you recommend to your clients. The SRCCF team keeps a close eye on legislative developments related to philanthropy and we are always here as a sounding board for you and […]
May 2025 Professional Advisors Newsletter Trending Topics 2
We’re here for you – May 2025 Trending Topics 2: Charitable Remainder Trusts: What, where, who, why, when, and how? Or click here to download this newsletter.
May 2025 Professional Advisors Newsletter Trending Topic 1
Hello from the Starved Rock Community Foundation. We appreciate the opportunity to work with you and so many other attorneys, CPAs, and financial advisors as you assist your clients with their estate, tax, and charitable planning needs. Your partnership is especially important in today’s economic climate as the need for philanthropic support becomes more critical […]
April 2025 Professional Advisor Newsletter Topic 2
In our first April 2025 issue, Topic 1 addressed trust as being at the foundation of your client relationships. In this issue, Topic 2 addresses private foundations and donor-advised funds to assist you in helping your clients make the best choice for them. Click here to download this newsletter
