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..