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We partner with advisors to help clients achieve their philanthropic goals
We work closely with professional advisors to enhance and support donors and their giving. When your client’s needs involve charitable giving, we can partner with you to help align their charitable and financial goals.
Think of Our Community Foundation as the charitable arm or philanthropic specialist on your team. We understand the deep relationships you have developed over the years with your clients. Our goal is to maintain that trust as we work together to develop a philanthropic strategy that enhances your client’s charitable giving.
We will partner closely with you to make sure the experience for your client is seamless, convenient, and rewarding. As a professional advisor, you’re instrumental to the impact and success of Our Community Foundation.
Help your clients incorporate charitable giving into their financial and estate plans using donor-advised funds, bequests, or asset transfers.
We provide suggested bequest language and fund agreements for inclusion in wills, trusts, and estate plans. We're happy to work directly with your office.
We can provide gift acknowledgment letters, fund statements, and other documentation your clients need for tax reporting purposes.
Our Community Foundation offers many ways for your clients to leave a charitable legacy while also meeting their financial and estate planning objectives. Our resource guide includes a variety of free materials about charitable giving options for your clients.
Whether you have a client ready to give or just want to learn more about how we work, we’d love to connect.s