Partnership advantages

Our staff is skilled in working with people who have many objectives—charitable, personal and financial—and sometimes complex gift situations. As your partner in charitable giving we can help you achieve success for your clients—and for the community.

Convenience

We can supply you with the information you need to help your client make the best, most advantageous gift. Contact us anytime to ask questions or discuss giving scenarios. We make a range of resources available to advisors who wish to add philanthropic capabilities to their client offering.

Experience 

We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.

Call on us for help in establishing a fund, selecting an investment strategy and setting up an effective grantmaking program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.

We understand that your clients sometimes prefer to remain anonymous and we are glad to work directly with you on their behalf. Many of our relationships with professional advisors begin this way. Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the Community Foundation, we want to hear from you. No question is too simple or complex for us, and if we don't have the answer on hand, we will find it for you. We're here to help you help your clients identify their charitable goals.

Permanence 

Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer board of directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.

Economics 

If each individual donor established a private foundation, recreating our services and complying with the legal demands on private foundations, the price tag would be significantly greater. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, donors are backed by a staff member who cares about them and their needs.