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.