At MCF, 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 the community.

This month, we’re taking a closer look at three topics that may be gaining traction in your client conversations—from the often-overlooked implications of divorce on charitable assets, to renewed interest in sophisticated planning tools, to the evolving realities of tax law changes.

• Calling it splits: What happens to charitable assets in a divorce?

• Rare but useful: Planning with charitable lead trusts

• Wake up call: OBBA changes and client conversations

Dual strategies for charitable clients, transferring a private foundation, and a bear market case study

Your 2026 charitable checklist, keep going with donor-advised funds, and a QCD case study

Last Call for Tax Planning, Locking In Clients Across Generations, and Planning for Incapacity

The new One Big Beautiful Bill Act brings both challenges and opportunities for charitable giving. In this issue, we explore timing strategies for 2025 gifts, including bunching contributions before new limits arrive in 2026. We also look at how to recognize when clients may prefer anonymity in their philanthropy and outline key tax considerations for giving artwork. No matter the approach, the Morton Community Foundation is here to help you guide your clients toward high-impact, tax-smart giving.