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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

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 The Gift of Cryptocurrency

The Gift of Cryptocurrency

Here’s how to make virtual currency part of your charitable giving plan.

Learn More
Read Three Benefits of Donating Real Estate

Three Benefits of Donating Real Estate

Charitable contributions of real estate are a great way to give back to causes you care about. Here are three benefits to giving real estate.

Learn More
Read What are Non-Cash Assets?

What are Non-Cash Assets?

Donating assets like real estate or cryptocurrency can allow you to make a significant impact on your favorite causes.

Watch the video
Read What Is a Community Foundation?

What Is a Community Foundation?

Learn how a community foundation works and can help you achieve your charitable goals.

Watch the video

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