We are honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you routinely determine the best way to incorporate philanthropic intentions into wills, trusts, and beneficiary designations. But how frequently do you document clients’ charitable intentions explicitly as part of incapacity planning? Sadly, …
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing a new client. For professionals who work in estate, tax, and financial planning, this principle becomes especially important during one of the most delicate …
As you counsel clients through year-end tax planning, the community foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the One Big Beautiful Bill Act (OBBBA) take effect on January 1, 2026. The new law could significantly reshape the tax treatment of charitable contributions in ways that may …
November 13, 2025, Williamsburg, VA – The Williamsburg Area Transit Authority (WATA), in partnership with the Williamsburg Community Foundation, is proud to announce the launch of the Greater Williamsburg Transportation Assistance Fund, an initiative designed to support riders of public transit in the Historic Triangle. Through the generosity of an anonymous donor, the fund was created with a focus on …
October 7, 2025: The Williamsburg Community Foundation is pleased to have awarded $131,532 in grants to 31 local nonprofits as part of its fall grant cycle, the largest amount ever awarded in a single grant round in the Foundation’s history. The grants support various projects and programs across the Foundation’s six focus areas: Arts & Culture, Children & Young Adults, …
Scholarship supports educational dreams of local students. August 5, 2025 – The new Williamsburg Descendants Scholarship created to address the disparities caused by the generational effects of racism has named its first recipients. At an August 2 celebration, the first class of Descendants Scholars— Tasja Bartlett, Corniya Taylor, Brandon Freeman, and Nasir Simms —were recognized by City of Williamsburg leaders …
Two post-Campaign gifts boost 25th Anniversary Campaign beyond milestone goal July 10, 2025 – The Williamsburg Community Foundation is pleased to announce that its 25th Anniversary Campaign has officially surpassed $1 million, thanks to two new leadership donors that stepped forward after the official close of the Campaign. Launched to mark the Foundation’s milestone year, the Campaign originally set out …
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement, and serve as a launchpad for deeper community impact. Over the years, we’ve had the privilege of working with many professional advisors—attorneys, accountants, …
June 4, 2025 – At its annual awards ceremony on June 1, Williamsburg Community Foundation awarded 105 scholarships totaling $200,955 to graduating students from Jamestown, Lafayette, Warhill High Schools through the Williamsburg-James City County Scholarship Fund. What began as the Lafayette Education Fund in 1974 with just seven scholarships totaling $1,500 has grown into an important source of support for …
It’s quite possible that charitable gift annuities (CGAs) are landing on your clients’ radars these days for a couple of reasons: A $54,000 opportunity: Word is finally getting out about the availability of a one-time Qualified Charitable Distribution transfer via a “split-interest gift” such as a CGA or a charitable remainder trust (CRT) under the “Legacy IRA” provisions enacted a couple of …
