Professional Advisors

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.