Community Foundation for Palm Beach and Martin Counties

Many donors set up their funds at the Community Foundation after they have learned about us from their professional advisors. The Community Foundation serves as a resource to such advisors to help clients achieve their charitable goals.

William M. Matthews’ New York attorney introduced him to the Community Foundation for Palm Beach and Martin Counties. A Palm Beach resident whose family has deep roots in our community, Matthews had maintained a family foundation for nearly a dozen years and was looking for a more efficient way to manage his family’s philanthropy.

“The Community Foundation just made more sense,” said Matthews, who also later served as a Chairman of the Community Foundation. “With my fund at the Foundation, there is no separate tax return and there is a helpful element of efficiency. The anonymity of working through the Foundation was important to my family. It also cuts down on our need to maintain relationships with so many different types of professionals to manage our family fund.”

Professional advisors rely upon the Community Foundation to provide their clients with personalized service, local expertise and insights that flow from community leadership.

The Foundation offers clients real tax advantages, as well as the chance to make the greatest charitable impact. Clients supply the passion and ideas. The Community Foundation supplies the expertise and the infrastructure. The professional advisor supplies the perfect solution.

“The Community Foundation, a longstanding leader, makes professional recommendations consistent with my interests,” said Matthews. “I am grateful to my attorney for the introduction.”