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. Our expert staff will provide personalized solutions to help your clients define and achieve their charitable goals at every step.

Exploring and Planning

We will work with your clients to:

  • Create a charitable strategy with expert ideas on how they can best reach their objectives
  • Arrange site visits to organizations under consideration
  • Research and report on organizations serving their areas of interest
  • Turn their philanthropy into a favorite family tradition

Making it Happen

Because giving should be easy and convenient, we offer:

  • Turnkey administrative services
  • Screening for grant requests
  • Online fund access, so your clients can review contributions, income, balances, and make grant recommendations any time

Evaluating the Results

What’s working … and what could be improved? We will help your clients:

  • Determine the impact of their fund’s grants
  • Advocate for their philanthropic objectives
  • Team with other donors to leverage the results they want to achieve
  • Steward their fund’s grants in perpetuity to ensure ongoing effectiveness