We are your charitable partner
Whatever your profession—estate planning, financial planning, wealth management, accounting or something else—you have clients who make charitable contributions. They want informed advice and powerful solutions to achieve their philanthropic goals.
We can be your partner in ensuring they make tax-smart decisions, understand their options for giving back, and make a meaningful impact on the issues that matter to them.
We have helped many clients of local advisors benefit from our wide range of giving vehicles, deep knowledge of local community issues and who’s addressing them, connections in the community, and competitive investment policies.
We make your job easier—and your client’s giving more satisfying
You can trust us to treat your clients well
We take the same professional and personalized approach with our donors that you take with your clients. We take time to understand them to meet their particular needs, and we focus on building trusting relationships that last for years.
We help you make charitable giving a stronger part of your client relationships
More and more people are looking for charitable giving advice from their professional advisors. We are here to share our expertise about philanthropy—including the differences in funds at community foundations, national financial institutions and private foundations.
We offer educational opportunities so you can stay informed on legal and regulatory issues affecting philanthropy. You can connect with other like-minded advisors through our Professional Advisors Council.
They can give locally, nationally and internationally
Your clients who establish a fund with us can support local, national and international causes, their alma maters, houses of worship, and favorite charities.
Your clients are guided through the maze of philanthropy
We introduce them to local organizations that are successfully addressing the issues they care most about. We also help people involve their children in making a difference in their community.
Our investment strategy maximizes your clients’ giving potential—and you could stay involved
Our investment committee is comprised of volunteers with extraordinary expertise in managing and growing portfolios for both corporate and nonprofit organizations.
We seek to safeguard assets entrusted to us, and, at the same time, generate total return for awarding grants. In fiscal 2014, our return on investments was 15.8%
Donors who establish a $2+ million fund with us may elect to designate a specific money manager, contingent upon the Community Foundation’s approval of that manager and investment strategy. For more information on this program, contact Fiona Hodgson, Vice President of Development and Marketing (details below).
Your clients are freed from research, reporting and more
Our fundholders focus on their giving while we handle the details. This includes processing gifts to their funds and grants they recommend in a timely manner, researching potential grant recipients, and handling all paperwork and reporting.
Our donor services help them stay informed, connected and satisfied about their philanthropy.
Giving through us goes further, and it’s more flexible
In addition to establishing and naming their own funds, your clients can join like-minded donors to participate in collective giving that focuses on some of the area’s most pressing needs.
They can make a greater impact through pooling their contributions, gain insights on tackling complex issues, and support collaborations and partnerships.
We have fewer requirements than a private foundation, including no minimum payout and the ability to give anonymously. For many kinds of gifts, we offer higher tax deductions than private foundations. And because your clients get an immediate tax deduction when making a gift to the Community Foundation, they can plan the timing of their gifts to gain maximum tax advantages.