News & Updates

Ways to give, advisor coordination, and sudden life changes

Helping Those in Need

Local nonprofit organizations provided food assistance through United Community Relief Fund grants.

Charitable giving considerations, concentrated stock positions, and client meeting topics

Tax rule changes, client retention, and community foundation donor-advised funds

Giving in times of need, planning questions, and philanthropic inspiration

Celebrate charitable giving, inherited IRAs, client solutions, and philanthropic advising

Established in 1998, the Fund has granted a total of more than $4.5 million to 40 nonprofit organizations.

Grants were awarded to 27 nonprofit organizations in the tri-county area.

Donations to the United Community Relief Fund will help provide food resources to community members in need.

Funds will be used for Hurricane Milton long-term recovery efforts in Polk County.