We are your partners in serving your clients. 

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.

We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice. Your client supplies the passion and ideas, while we supply the expertise and infrastructure.

Benefits of working with the Community Foundation:

• We have 36 years of experience serving individuals, families, nonprofits, businesses, private foundations. 
• Clients can use the Foundation to support multiple charities — locally or nationally. 
• You have the opportunity to create an enduring legacy for your clients through endowed funds that fulfill their charitable wishes. 
• By pooling clients’ gifts in our $132-million endowment (as of June 30, 2008), and through low overhead achieved through economies of scale, more of their dollars benefit the causes they care about.
• We offer a full range of philanthropic services to meet clients’ specific needs, such as choosing the right giving strategy or identifying the best organizations to support.
• Clients will receive the maximum tax advantages allowed by law.

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.