Working with us
The Community Foundation works closely with you and your clients to develop giving approaches that match personal interests and tax planning needs. We can help integrate charitable giving within estate and financial plans, establish charitable funds to facilitate giving, provide clients the option to give anonymously and allow clients to work with their preferred investment managers. We support you and your clients at every step in the giving process.
We can help you
- Identify your clients' charitable giving interests and motivations.
- Create and implement charitable plans that are integrated into major business, personal and financial decisions.
- Work with you and your client to evaluate the type of gift that best suits your client from both a charitable and a tax perspective.
- Facilitate complex forms of giving.
- 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 giving expertise and a range of administrative services related to charitable giving.