Helping You Lead Your Clients to Legacy
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.
“Three years ago, my husband Dan died after a courageous battle with an illness. I knew I shouldn’t put off planning my estate and sought assistance from the Community Foundation through a recommendation from a friend. We created an endowment fund which provides perpetual gifts to nonprofits addressing children’s health, animal welfare and quality of life.
The team at the Community Foundation was very helpful and made my estate planning so much easier for me. I truly appreciate their assistance.
Today, I am assured that what Dan and I held dear to our hearts will be carried out exactly as we intended and our legacy will live on.”
Our investment committee with over 250 combined years of financial advising experience directs the investment of the charitable funds. We can demonstrate an exemplary investment performance. By pooling and collectively investing the funds, we are able to maximize your charitable impact.
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 clients’ wishes.
The Foundation’s full gift acceptance policy is available upon request.
Please reach out with any questions about how we create and manage our clients’ funds.
