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Advisor Toolkit

Your clients turn to you for advice. They rely on your expertise to help them achieve their goals. One of those goals may involve charitable giving. The Community Foundation serves as a vehicle for easy, tax-effective giving. We have earned the trust of many financial advisors and we welcome the opportunity to work with you.

For information about Donor Advised Funds, Field of Interest Funds, Scholarship Funds, charitable planning or working with private foundations, contact us. We’ll be glad to answer any questions you may have.

Advantages of a Community Foundation

Community Foundations are a one-stop-shop for access to your local charitable community. It is our job to add insight, connections, leverage, and access to the charitable issues and organizations people care about.

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Donor Advised Fund v.s. Private Foundation

While some donors may find a private foundation suited to their needs, establishing a fund with the Community Foundation often proves to be a more attractive alternative. See this comparison chart for more information.

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Planned Giving

There are many ways to structure charitable gifts. Some are easy and others are more complex. We have many flexible options to meet your needs.

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Suggested Language for Bequests

For donors interested in making a bequest to the Community Foundation, here are recommended clauses that may be used to make a gift through a will or living trust.

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