Here are some resources and tools that will help assist you and your clients to better understand charitable giving options at the Community Foundation:
Questions?
Please contact Kathleen Lowenthal, Development Officer.
703 879 7643 kathleen.lowenthal@cfnova.org
For decades, April 15 has been etched firmly in the minds of both taxpayers and their advisors. As attorneys, CPAs, and financial advisors, you know that tax season is when many clients start paying closer attention to the rules and how they might have changed since the year before, including rules for charitable deductions.
Especially in light of the tax law changes that took effect in the One Big Beautiful Bill on January 1, now is the time to understand clients’ philanthropic intentions for 2026 if you don’t already. Addressing charitable planning at tax time can help ensure that your clients won’t miss out on important opportunities.