For good. For ever.®
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We are Your Partner

CF-5335-2Professional advisors in the legal, accounting, and financial sectors are often in a position to advise their clients about charitable giving.  The Community Foundation can assist you and your client in structuring gifts that maximize tax savings, while establishing the enduring community legacy your client desires. We add our expertise to yours to ensure that your client makes educated decisions while selecting from a full spectrum of options.

Benefits offered to financial advisors

  • Meet with you and your clients to help craft a philanthropic plan
  • Discuss charitable giving involving multiple generations of the client’s family as desired
  • Handle the administrative work surrounding charitable giving
  • Oversee the transfer of stock and life insurance
  • Offer a variety of investment options

Benefits offered to legal advisors

  • Work with you in drafting documents
  • Provide you with sample trust agreements
  • Supply draft bequest language that meets the specific needs of your clients
  • Meet with you and your clients to help craft a philanthropic plan
  • Accept gifts of non-traditional assets including real property and closely held stock
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