Professional Advisors

Your clients want the best results from their philanthropy. The Community Foundation has the knowledge, skills, experience, and technology to help them achieve their charitable goals today and for years to come. Our resources are designed to make the process of giving simple, and our expertise ensures that donors’ gifts have the ongoing impact they seek.…

Because your clients’ situations are unique and change over time, we tailor philanthropic plans around all types of asset contributions — all of them offer generous tax benefits. After establishing their fund with an initial gift, donors can contribute any type of asset to it at any time.…

Our partnerships with professional advisors are an important relationship for connecting charitable clients to issues and areas in need. Donor-established funds offer generous tax benefits, provide philanthropic assets for our communities, and enable ongoing giving.   Learn more about our work with professional advisors: Wealth Manager Partnership Fact Sheet   Learn more about the ways we help professional advisors serve their clients:   When a client comes to a life choice, they often think big — about their future, about their family, about their community, about their legacy.…