As you advise an older client, an important part of the conversation will be to determine the best charitable giving vehicles to achieve your client’s community goals, particularly evaluating the potential role of a donor-advised fund or private foundation.

The Community Foundation supports four local giving circles: ouRVA Collective, SisterFund, Ujima Legacy Fund and Impact 100 Richmond. In total, the circles awarded 13 grants in 2021, totaling $255,000 and had a total of 271 members across all circles.

In late 2021, the Foundation launched a cohort series that invited organizations of all sizes to come together and learn about how advocacy can work in philanthropy, how it can help them advance their mission and strengthen their networks.

As future advisors to a family fund, the grandchildren of Dick and Judy Nelson are discovering their own passion for philanthropy and finding they have a powerful voice to share ideas with the entire family.

“We knew that we would see a shift towards virtual volunteering at the start of the pandemic, but what we’ve found is that that virtual opportunities are continuing even when in-person options are available again,” Christina Mastroianni said.