Help Your Clients Achieve Their Charitable Goals

The Community Foundation recognizes the key role that you, as your clients’ professional advisor and confidant, play in structuring a plan to address the needs and desires of clients with charitable interest. We work hard to make the charitable giving process as easy and rewarding for all involved. To do that, we have dedicated ourselves to meeting your needs, ensuring that you have the technical information and tools at your fingertips to help your clients achieve their charitable goals.

Find Solutions for Your Clients

• My client has a private foundation.

• My client is selling a business.
• My client wants to leave a charitable legacy through their estate.

• My client wants to transfer stock to the Community Foundation.

• My client wants to set up a charitable giving fund.

 

All Giving Options

• Types of Assets

• Types of Funds
• Philanthropic Planning
• Talking to Your Clients About Giving
• How We Can Help
• Why Partner With Us

 

We are Here to Help

A knowledgeable member of the Community Foundation staff is available to discuss specific scenarios that you are handling for a client. We can provide you with materials or gift illustrations to supplement your own materials, and are also available to attend joint meetings with your clients if appropriate. Contact us by phone at (315) 422-9538 or fill out this form. Also, members of our Professional Advisor Council are available to help you connect with the Community Foundation.