Professional Advisors

We help you help your clients with local charitable giving.

Whether you are a financial advisor, attorney, or CPA, we see Professional Advisors as partners in charitable giving. As a knowledgeable and trusted advisor, you play a pivotal role in helping your clients make important legal and financial decisions about their estates. We can help your clients make the best possible decisions about their philanthropy.

Community foundations provide a simple, powerful, and highly personal approach to giving. We offer many types of funds and giving tools to help people achieve their charitable goals. Most charitable gifts qualify for maximum tax advantage under federal law. We offer:

Personalized Service

We work to make giving easy and effective, accepting a wide variety of gifts, and providing donors a number of charitable options. We customize giving vehicles to meet each individual donor’s needs. Contributions can be made in cash, stocks, property, and bequests. At your discretion, we can be part of client meetings, or work directly with you to share knowledge and options.

Local Expertise

We work every day at the intersection of donors’ passions and community needs. Our job is to understand your clients’ goals, to know the community — its assets, needs, and opportunities — and to make connections as appropriate. We can help to explore different tools such as Donor Advised Funds, Grantmaking, Field of Interest Funds, Charitable Trusts and more. Once we understand what your client cares about most, we can identify ways to ensure those charitable wishes are met.

Community Leadership

When people or groups in our community have a dream, they often come to the Foundation to help make that dream a reality. Our business is building community. We work every day to amplify the force of philanthropy — by connecting people, ideas, and resources — so that communities flourish.