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.

The Community Foundation wants to be a resource for you as well as a philanthropic partner for your clients. We can help you create a charitable plan that is financially responsible, and one that will help your client achieve his or her ultimate giving goals. Here are just a few ways we work with you to accomplish this:

• You stay in control of your client relationships. We work as your partner and we’re here to help you provide a full range of services to your clients.
• Your client’s needs come first. We are experts on charitable giving. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients’ particular needs.
• You can help your clients be more effective in their giving. We are experts about our community and its needs, so we can help your clients make the most of their philanthropic giving.
• You can help your clients connect across generations. When you help families establish an advised fund with us, they get a benefit that can last for generations.
• Your clients can make the most of their assets. We help your clients donate a variety of assets, including cash, appreciated securities, and real estate. These can be assets they give now or later, as part of their estate plans in the most cost effective and efficient manner.
• You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients increase their current income, increase their heirs’ inheritance, leave a legacy in the community, and teach their children about philanthropy.
• You ensure your clients the maximum federal and state tax benefits. As a public charity, your clients are ensured the utmost in benefits. And starting a fund at a community foundation is significantly less expensive—and easier—than starting a private foundation.

The Community Foundation also offers interactive tools so that you and your clients can build your gift, compare gifts, access a gift calculator, and download free resources.

We invite you to explore this section of our site to discover the many ways we can serve as a gift planning partner for you and your clients. We also invite you to Meet the Advisors and learn how you can benefit from working with the Community Foundation.