The Community Foundation can help you help your clients achieve their goals in ways not available through other organizations or strategies. We partner with you. We will work with you as present philanthropic options for your clients’ wealth-management strategies, so they feel well served by you and the resources you bring them. Speaking with your clients about philanthropy can enrich and personalize your relationship with them.
In support of the value of your relationships with your clients, the Community Foundation’s expert staff offers:
- Deep roots in community and a strong grasp of current conditions
- Broad knowledge of local philanthropy and grantmaking expertise
- Experience evaluating and working with nonprofits
- A comprehensive picture of resources and needs across our region
- Professional consultation with your clients without fee or obligation
The Community Foundation can work with you to help your clients practice informed and effective charitable giving.
A fund with us allows your clients to make the most of their charitable giving under the current tax laws.
The following client scenarios might be a good fit to refer to the Community Foundation: