We Are Your Partner

Professional advisors in the legal, accounting, and financial sectors are often in a position to advise their clients about charitable giving. The Community Foundation can assist you and your client in structuring gifts that maximize tax savings, while establishing the enduring community legacy your client desires. We add our expertise to yours to ensure that your client makes educated decisions while selecting from a full spectrum of options.

Benefits offered to financial advisors

Meet with you and your clients to help craft a philanthropic plan
Discuss charitable giving involving multiple generations of the client’s family as desired
Handle the administrative work surrounding charitable giving
Oversee the transfer of stock and life insurance
Offer a variety of investment options

Benefits offered to legal advisors

Work with you in drafting documents
Provide you with sample trust agreements
Supply draft bequest language that meets the specific needs of your clients
Meet with you and your clients to help craft a philanthropic plan
Accept gifts of non-traditional assets including real property and closely held stock