As an attorney, accountant, wealth manager, financial planner, insurance agent or other trusted professional advisors you have clients who care about philanthropy.
Over the years, we have proven ourselves to be a valued partner when it comes to assisting you and them with charitable giving.
We know that 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.
From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, our team of professionals can support your efforts to find the best solution for your clients.
We offer a variety of giving vehicles, all with the highest allowable tax benefits.
"The experience and relationships the Community Foundation offer my clients is what makes it easy for me to offer them as a solution for my clients.” - Local Professional Advisor
Contact us today to discuss how we may be helpful to you and your clients with charitable interests. Call us at 531.340.4503 or email Sheila Kinman, CAP®, Vice President for Development.