Advise Your Clients

The spirit of philanthropy grows in individuals, families, and businesses which, in turn, enhances and improves our community beyond measure.

The Foundation works with financial advisors, attorneys and accountants to assist with clients’ needs.

We offer a variety of services that offer maximum tax benefits to your clients.  We provide opportunities for charitable giving with present giving, estate planning, and corporate giving.  We perform the administrative responsibilities, allowing your clients to enjoy the rewards and benefits of giving.

Help your clients plan their giving today to ensure their legacies live on in perpetuity.  Clients may leave a gift to the Community Foundation in their will and specify to which cause they would like to have the gift directed.  Whether it is to a scholarship, unrestricted field of interest or designated fund, the Foundation will honor your client’s wishes.

 

Accepted Assets

Cash

Publicly Traded Securities

Bonds

Mutual Fund Shares

Private Securities

Real Property

Tangible Personal Property

Life Insurance Policies

Retirement Assets (IRAs, retirement plans)

Trust Assets

Estate Assets