Meeting

PROFESSIONAL ADVISORS

A TRUSTED PARTNER TO HELP YOU MEET YOUR CLIENTS' NEEDS.

The Community Foundation’s philosophy is that relationships are built on trust. As an advisor, you have spent years, if not decades, building relationships with your clients to ensure that their best interests are always a priority.

 

That's why the Community Foundation acts as a partner that will help your clients reach their charitable goals while allowing you to focus on managing those charitable dollars.
 

What does the Community Foundation bring to the table as your partner?
 

  • We have local knowledge that will help your clients have the impact they are looking to have in the community they call home.
     

  • We offer flexible solutions that are catered to your client’s needs and charitable goals.
     

  • As a public charity, the Community Foundation can offer the largest charitable tax deduction allowed under current laws.
     

  • Our administrative fees are among the lowest when compared to other community foundations.
     

  • We work with, not against, you. Our investment policy statement offers advisors the ability to utilize their expertise in order to manage money in line with a donor’s charitable goals.