tools for professional advisors
The Community Foundation has an outstanding reputation for integrity, service and commitment to donors. We've developed unique resources for you to help clients make gifts that are effective and efficient.
We make establishing a charitable fund easy.
Ways to give through The Community Foundation are unlimited. Outright gifts can include cash, securities, real estate, life insurance or other assets. Planned gift options can include remainder gifts or life income plans. Read about them in greater detail here.
Giving through the foundation ensures that your clients receive maximum benefits for their contributions while supporting the charities of their choice.
Contact us today to start a conversation about how The Community Foundation can help. Call or email Teri McNally at 540 373-9292 or terimcnally@cfrrr.org, or speak to anyone on our staff or Board of Governors.
Resources for Advisors
As your specialist in charitable giving, The Community Foundation can help you achieve success for you, for your clients and for our community. Our staff and board members are skilled in supporting donors who have multi-faceted objectives or complex gift scenarios.
The Community Foundation offers:
Convenience
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. Feel free to contact 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.
Experience
We manage over 165 charitable funds, each of them tailored to the needs of the donor. We understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they will 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 establish funds at the foundation because of our knowledge of local needs and our extensive experience in local problem solving.
Permanence
Endowed funds and perpetual charitable returns for our community are at the core of The Community Foundation. 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 Governors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.
Economy
When a donor manages all aspects of charitable giving, the price tag can be enormous. Each fund established at The Community Foundation shares the costs of an outstanding staff and excellent investment advisors. Foundation fund donors are backed by an organization that cares about them and their needs.
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