Who We Are

WORKING WITH ADVISORS

For many prospective donors who are exploring charitable giving options, their first introduction to The Community Foundation is through their professional advisor. This may be a trusted friend, lawyer, accountant, investment representative, or wealth management professional.

The charitable giving goals of the prospective donors are always central to the conversation and any actions taken. It’s the resources and tools that differ based on whether the donor sought advice from a lawyer to assist with estate planning, an accountant to determine tax strategies related to the sale of a company, or a wealth management professional to help put together a plan for retirement.

The Community Foundation has experience working with advisors of all types and has the goal of working alongside these professionals as partners in supporting the charitable goals of an individual or family.

If you are an individual or a professional advisor helping a client interested in structuring a way to support charitable opportunities or community needs, let us be your partner.