Guide Your Clients
Your Clients Deserve the Best
We help you provide just that.
For decades, we have worked in partnership with wealth, estate and tax planning advisors to help individuals, families and businesses support the causes and communities they care about through donor advised funds and other offerings.
From helping your clients identify their giving goals to maximizing their tax benefits and structuring all types of gifts (we have experience with everything from business transitions to retained life estates), we can tailor a plan to turn your clients’ passions into a lasting charitable impact.
Your Go-to Place for Non-cash Gifts
Through experience, we know that donating a non-cash asset instead of cash is often more financially beneficial to both the nonprofit and the donor. The tax benefits can be higher and the non-cash assets are often more valuable. In fact, cash is one of the most tax-inefficient ways to make a gift.
The Foundation can support you and your clients to maximize their giving by supporting their favorite causes with assets like real estate, privately held stock and even farm equipment, just to name a few.
Local Expertise, Statewide Reach
Our experienced, local staff understand ongoing and emerging community needs. That specialized knowledge ensures that your clients can strategically target their gifts to match their charitable intent.
No matter what your clients’ charitable needs are, we’re here to support you.
Donor Benefits and Services
Digital donor toolkit, guiding individuals and families in defining, setting and executing a bold giving vision.
Dedicated philanthropic advisor, providing guidance and advice.
Donor-only events, with opportunities to hear and learn about local and emerging topics.
Trusted and experienced investment team, generating strong returns.
Online donor fund management system, making it easy to access information and recommend grants.
Articles for Advisors
Is a Life Income Gift Right for Your Client?
Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.
Learn More
Benefits of Donating a Business or Donating Private Stock
Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.
Learn More
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.
Find out how
What Is a Community Foundation?
Learn how a community foundation works and can help you achieve your charitable goals in this short video.
Watch the video