As a professional advisor, you have an opportunity to help your clients achieve their family, estate and charitable goals as effectively as possible. Over the years, the Community Foundation has earned our reputation for integrity and service to donors and their professional advisors.
We provide a vehicle through which individuals, families, foundations and companies can make gifts, current or deferred, to establish charitable funds to benefit the community. The Foundation is both permanent and flexible, thus assuring donors that the spirit of their philanthropy will endure.
There are many ways in which the Community Foundation is willing to assist you in serving your clients. We are available to consult with you and your clients whenever an opportunity arises for you to meet your clients' needs through charitable giving.
We are also happy to provide educational presentations. If you would like a Foundation representative to speak or present to your staff, club or organization, let us know. Members of our staff are frequently asked to speak about a varity of topics including:
- Benefits of utilizing the Community Foundation
- Charitable giving options and benefits
- Foundation grant making and community impact
- Planned Giving Techniques
We are here to assist you, and we invite you to think of us as your partner for client planned giving programs.