Client Resources

You know your clients. We know philanthropy. By presenting philanthropy as a valued and essential component of your practice, you are helping your clients invest their resources in ways that connect their passions with purpose and together you are strengthening the region you serve. The Community Foundation works with you to create powerful, effective philanthropic strategies for your clients and optimizes the impact of every gift by stewarding funds carefully and investing wisely.

But where do you start? Use through the below resources and share them with your clients to open a conversation about how they can make a difference by strengthening their community and the causes they care about. We will provide pre-printed information packets at your request. We are also expert at guiding clients and their families through conversations to discover philanthropic values, options and best practices, so call on us to talk through these issues together.
 

 

 

"Teens for Tomorrow gave me an understanding of local issues and the opportunity to support organizations that work toward solutions."

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Refer a friend to us

Know someone who would benefit from the expertise of our financial professionals at the Community Foundation? Refer them to us now!

Did You Know?

Children's Therapy Center has a nonprofit endowment at the Community Foundation to ensure their success for years to come.
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