FOR PROFESSIONAL ADVISORS

Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task.  Professional advisors of all kinds – attorneys, accountants, estate planners, and others – play a vital role in helping grow philanthropy.  We want to be a resource for you as well as a philanthropic partner for your clients. 

  • We work as your partner.  You stay in control of your client relationships. We’re here to help you provide a full range of services to your clients. 
  • As a public charity, we offer maximum federal and state tax benefits.  We can tailor giving plans to meet your clients’ particular needs, and starting a fund at a community foundation is easier and significantly less expensive than starting a private foundation. 
  • Our staff has deep knowledge about this community. We can help your clients be as effective as possible in their giving.
  • We help your clients donate a variety of assets, from cash and appreciated stocks to real estate and more complicated assets.  We can accept these assets as a gift during your client's life or as part of an estate plan. 
  • We help you connect across generations.  We are passionate about helping people establish and maintain a charitable legacy for their children and grandchildren. 
  • We have an outstanding reputation for integrity and service to donors.  Our staff is skilled in working to accomplish multi-faceted objectives and solve complex gift situations. We value confidentiality and can offer anonymity according to the donor's wishes..
There’s so much more we want you to know.   Please click here to contact our staff or sign up to receive periodic updates by e-mail..
Story of two sisters

Elderly sisters gain current income, support causes they care about
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Attorney Greg Hyde has no crystal ball in his law office, but he does spend a lot of time looking into the future on behalf of his charitably-minded clients.

"Everyone has different charitable interests and different needs in their estate planning, whether it's a guaranteed income stream for retirement or tax savings to balance the gains in an estate," says Hyde. more

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Link to @comfoundbham

For professional advisors