The Community Foundation can be a resource for you as you help your clients fulfill their charitable goals, as explained in this video discussion.

We can help you:

  • Provide efficient, flexible and customized philanthropic tools to match your client’s unique situations.
  • Serve as a knowledgeable source about our community’s nonprofit ecosystem and potential charitable investments that make the biggest and best impact based on your client’s interest.
  • Lighten your client’s tax burden, create a legacy of giving, or shift financial resources during retirement.
  • Set up an Individually Managed Account or a charitable fund through pooled investment portfolios.
  • Create a charitable plan for your client – to give now or in the future.
  • Assist with multi-generational giving.

We Make Giving Simple

Download our brochure to learn more.

Professional Advisor Brochure