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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 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

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Digital donor toolkit, guiding individuals and families in defining, setting and executing a bold giving vision.

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Dedicated philanthropic advisor, providing guidance and advice.

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Donor-only events, with opportunities to hear and learn about local and emerging topics.

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Trusted and experienced investment team, generating strong returns.

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

Articles for Advisors

Read Top Five Reasons to Partner with a Community Foundation

Top 5 Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach your charitable giving goals.

See the Five Benefits
Read Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation

Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation

Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering.

Compare the two
Read Five Tips to Prepare Your Clients for Year-End Giving

Five Tips to Prepare Your Clients for End-of-year Giving

We’re here to help you and your client meet your year-end goals.

Learn More
Read Top 3 Ways to Use Retirement Assets to Support Charity

Donating Retirement Assets

Nonprofit Strategies Manager Elizabeth McCray breaks down the three most common ways donors can give retirement assets to the causes they care about.

Learn More

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