Professional
Advisors
The Community Foundation recognizes
the importance of professional advisors in the
charitable gift process. Their work is a
valuable part of our long term success.
From time to time, we will feature articles by
them on gift techniques that benefit the donor
and the community.
Click
here to learn more about using life insurance
to make a significant and lasting gift to our
communityfrom Stephen Selden of Northwestern Mutual.

We work through you.
You stay in control of your client relationships;
we're here to help you serve your clients' charitable
giving needs.
We partner with you.
We provide support, information, and expertise related
to charitable giving options. We can provide
tailored charitable gift illustrations and sample
documents based on your clients' information.
This is an easy and free service to help you help
your clients.
We help you build stronger
relationships. Studies show that
many high net worth individuals are
expecting to talk about giving as they make financial
plans with their advisors. They will appreciate
the charitable impact and tax advantages you help
them achieve by working with a community foundation.
We help you connect across
generations. When you help families
establish Donor Advised Funds at their community
foundation, you begin an ongoing process of involvement
with current and future generations.
Review our "Suggested
Will or Trust Language" to help your
clients create a fund with us.
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