Professional Advisors
Maximize Financial Returns for Your Clients And Their Causes.
Tap our expertise to bring your client's vision to life.
The Community Foundation cares about the same causes and communities that your clients do. And we can be a useful resource as you engage in conversations about structuring and implementing their giving plans.
In the past 10 years alone, we’ve served charitable individuals, families, and organizations that have collectively given over $835 million to causes they care about. And our partnership with the Community Foundation of South Jersey allows us to serve even more communities in the state.
Depending on your clients’ needs, we can assist with everything from donor advised funds (DAFs) and private foundation succession planning, to stewarding charitable bequests for causes or communities through legacy funds.
DAFs
Our DAFs are distinctive because they offer many advantages for your clients, including flexibility on investments and maximum charitable deductions.
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Various Asset Contributions
We can support your client in tailoring their philanthropic plans around different types of asset contributions — whether they’re simple or complicated.
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Legacy Funds
Designing a charitable legacy serves as a unique opportunity for your clients to honor their family, preserve their impact for generations, and align their legacy with their values.
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Next-Generation Giving
Let’s help engage your clients’ younger relatives in sharing ideas, crafting a vision, and enjoying the fulfillment of being a part of a philanthropic legacy.
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Increase Impact
We can incorporate your client’s passions into charitable projects that matter and create impact that extends well beyond nonprofit organizations.
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Non-Publicly Traded Assets
We specialize in turning non-publicly traded assets into liquid charitable assets, providing your clients the opportunity to do spectacular things across the philanthropic spectrum.
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