We’re here as a partner and resource for you and your clients.
Lawyers, CPAs, and other trusted professional advisors rely on the Community Foundation to help clients develop philanthropic plans. We’ll help you present philanthropic options for your clients’ wealth-management strategies so they feel well served by you and the resources you bring them.
In support of the value of your relationships with your clients, the Community Foundation offers:
- deep roots in community and a strong grasp of current conditions
- broad knowledge of local philanthropy
- 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. Here’s how:
- We make philanthropy simple
- We offer a variety of tools and options you won’t find anywhere else
- We ensure that your clients enjoy the maximum tax benefits of charitable giving
- We have over 20 years of experience, a deep knowledge and concern for improving our community and an abiding commitment to hands-on service and guidance—no matter the size of the fund
For more information and to participate in our periodic events for professional advisors. We can offer helpful materials, experience, and hands-on guidance to you and your clients to help them achieve their philanthropic goals.
News and Insights
Year-End Giving: Important charitable tax planning reminders as the year winds down
Now is the time to consider important reminders about year-end gifts. Time is indeed [...]
Strong year-end giving in a bear market: Donor-advised funds come in handy
Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy. During years [...]
Charitable giving in a challenging economy
Giving during this holiday season is more important than ever as nonprofits face the [...]
Organize Your Giving Through a Fund at the Community Foundation
Do you support several charitable organizations every year? We can help you with planning your [...]
QCDs: Good news and important reminders
Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially [...]
Transfer of wealth: a legacy opportunity
“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in [...]
For more information or support, please contact:
Marcia Shackelford
Chief Philanthropy Officer
Email Marcia Shackelford