Tools for Professional Advisors
Resources for Advisors
The Community Foundation is not only a philanthropic partner for your clients, but a resource for you as well. Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We consider attorneys, accountants, investment advisors, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. We would love to start a conversation with you about The Community Foundation tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.
We are here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please contact us for more information.
Value and Advantages
As your consultant in charitable giving, The Community Foundation can help you achieve three-way success: benefits for you, for your clients and for our community. Our staff and board members are skilled in working with donors who have multi-faceted objectives and complex gift scenarios. The Community Foundation offers:
Call or email us about any aspect of charitable giving. We are also glad to arrange a meeting, at your convenience and at a place of your choosing.
We understand that your clients sometimes prefer to remain anonymous and we are glad to work directly with you on their behalf. Many of our relationships with professional advisors begin this way. Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the foundation, we want to hear from you. No question is too simple or complex for us. If we don't have the answer on hand we will find it for you.
We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.
Call on us for assistance in establishing a fund selecting an investment strategy and setting up an effective grant-making program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.
Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.
If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. However each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff who cares about them and their needs.