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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.

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 Assets

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 portal, making it easy to access information and recommend grants.

Articles for Advisors

Read Supporting Your Clients’ Charitable Giving Changes

Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

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Read Charitable Giving Legislation in the News

Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

Learn More
Read Beyond ESG: Sustainable Investment

Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

Watch the video
Read How to Talk to Clients about Charitable Giving

How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

Watch the video

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