Are you an attorney, CPA, or financial advisor with charitably inclined clients—but unsure how to start the conversation? You're not alone.
Many professionals find it challenging to recognize charitable intent and even more difficult to navigate those discussions without a clear framework.
To help, we’re sharing a hypothetical case example with practical tips to show how these conversations can unfold and lead to meaningful outcomes.
As attorneys, CPAs, and financial advisors, you are well aware that the last couple months of the year are very busy with clients’ tax planning! It’s also a busy time for charitable giving. A whopping 40 percent of online giving happens in December (Neon One, September 2025). The Community Foundation team is honored to work closely with you and your clients on year-end giving strategies. Here are seven reminders to keep in mind as you work with clients in the busy weeks ahead.
To address the urgent needs of nonprofits across our region, we’ve accelerated our discretionary grants process this year. Our Community Investment Funds cycle is now accepting streamlined applications for general operating support from nonprofits.
(Pictured above, from left to right: Amy Wells Mackay, Truist Wealth; Renée Byng Yancey, CFNOVA; Mike Frost, Truist Wealth; Sarah Dovere, National Center for Family Philanthropy; Chris Komosa, Truist Wealth)
At a time when the philanthropic landscape is shifting, CFNOVA and Truist brought together a dynamic panel of experts to explore how donors can make the most of their giving in 2025 and beyond. The conversation was rich with insights, strategy, and heart — all centered on one key theme: giving with purpose in a changing world.
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“We believed the best way to honor our beloved son, Will, and allow the light of his beautiful spirit to shine on was to start a scholarship in his name. With the wonderful guidance and support from CFNOVA, we were able to accomplish this most meaningful tribute. Providing the opportunity for other deserving young people, who had overcome significant adversity, to pursue a better and brighter future through higher education seemed a most fitting legacy. From the awarding of the very first scholarship nineteen years ago to 67 scholarships later, we continue to passionately embrace the sentiment expressed by Marian Wright Edelman: “Education is for improving the lives of others and for leaving your community and world better than you found it.” – Louise Foreman.
Questions?
Questions?
