As a professional advisor, you have clients who care about making an impact through their charitable giving. You know that helping clients to balance their financial objectives with their personal philanthropic goals can be a complex and sensitive matter. Your clients expect you to have a broad base of knowledge that includes full awareness of all of the advantages and various means by which they can accomplish their aims; that's where we can help.
How We Can Help
Our Community’s Foundation is a tool that you can use to help your clients to explore giving options. Working with our expert professional staff, you can offer added value for your clients. Our staff is not compensated based on transactions; our only interest is helping you to find the best fit for your client’s charitable interests. By introducing your clients to our services, you make it easier for them to accomplish their goals while benefitting from the maximum tax advantages possible through a public charity with numerous, flexible options.
Please contact us so that we may share information about the numerous ways that we can help. Inquiries from attorneys, accountants, estate and financial planners, insurance professionals, trust officers and other professional advisors are treated with the highest confidentiality. Our organization is among the elite group of community foundations nationwide certified as meeting National Standards for Community Foundations.
We offer a full array of tailored charitable solutions including:
- Donor advised funds, offering donor involvement and an immediate tax deduction
- Our Community Grants funds which support numerous nonprofits, schools and civic groups
- Funds that maximize the advantages of life-income tools, like charitable remainder and charitable lead trusts
- Bequest giving and strategies to help your client “leave a legacy”
- A full range of fund types for customized giving plans to support your client's favorite causes, now or later
A Delicate Conversation
We know that conversations about charitable giving are sensitive and that you want to discuss the many benefits of philanthropy with clients, but also to avoid recommending particular causes or organizations. We are here as a resource. We respect your relationship with your clients and encourage our donors to work with their professional advisors to determine how best to accomplish their charitable giving.
A Simple Solution
Our Community’s Foundation is a single, trusted vehicle that can help your clients address the issues that they care about most while gaining the maximum tax benefits possible under state and federal law through working with a tax-exempt public charity. We offer numerous giving options - including the ability to establish a fund in your client's name, and to address multiple charitable purposes or organizations concurrently. From the client who wants immediate impact, to a couple hoping to leave a legacy, or a family with a complicated tax situation, Our Community's Foundation is here to help you to help your clients meet their philanthropic goals.