Community foundations have earned the trust of thousands of professional advisors throughout the United States. Here’s why:
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 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.
Tools you can use to deliver charitable expertise to your clients:
About Community Foundations
Charitable Funds
Charitable Instruments
Gift of Real Estate
Gift of Appreciated Stock
Donor Advised Fund
Available: event speakers
Contact your local community foundation if you're interested in a speaker with expertise about charitable giving in your community for your next event.
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There’s so much more we’d like you to know. Your community foundation can help you help your clients achieve their charitable giving goals. We welcome the opportunity to work with you.
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