Professional Advisors

professional-advisors.jpgPhilanthropy is a very personal decision. A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.

Community Foundations can support you and your clients at every step in the charitable giving process. We can help you:

  • Identify your clients’ charitable giving interests and motivations
  • Match personal charitable interests with tax planning needs
  • Create and implement charitable plans that are integrated into major business, personal and financial decisions
  • Provide information on community needs – and on the local agencies and programs that make a difference in the areas your clients care about most
  • Deliver grantmaking expertise and a range of administrative services related to charitable giving


Why do Professional Advisors Work with Community Foundations?

It is a win-win-win for the client, professional advisor and community foundation.

  • Funds established at a community foundation save money and often taxes for the client.
  • The relationship saves time, money and expertise for the professional advisor.
  • Clients/donors can set up charitable funds tailored to their goals. They can include family, successors, etc.
  • Help donors discern community needs if desired. Professional advisor may not be expert in this area.
  • Community foundations can only manage charitable funds, so we are not “competition” for advisors for individual accounts.