Don't just take our word for it, though. See what your peers have to say about working with the Community Foundation for a greater Richmond.
Farhad Aghdami, Partner at Williams Mullen
On complex gifts and the Community Foundation
"I frequently work with clients to develop strategies for transferring wealth, and when I do, the Community Foundation is there to fill a key supporting role in handling the complex gifts that are often a part of these strategies. The Foundation is a true asset for our community.
Dee Ann Remo, President & CEO at Heritage Wealth Advisors
On not losing assets under management
"Introducing the Community Foundation to my clients has helped me broaden my relationship with them. It enhances their trust in me, which has come back two-fold either through additional assets under management or invaluable referrals. The Community Foundation is definitely a strategic partner for Heritage Wealth Advisors."
Maureen Ackerly, Partner at Armstrong, Bristow, Farley, & Schwarzschild
On expertise in philanthropy and community knowledge
"As I assist clients who are charitably-inclined, I enjoy partnering with the one organization that serves as the hub for philanthropy and nonprofit work in our area. The Community Foundation is that 'go-to' charitable resource and I value their input tremendously."
Jen Flinchum, Partner at Keiter
On partnering with the Community Foundation
"The Community Foundation has been a great partner for several clients who wanted to make large charitable gifts, but did not want to establish their own Private Foundations. The Foundation not only assists with administration, but also provides valuable input to help clients refine their giving goals and identify organizations that meet their criteria. In one instance, the Community Foundation worked with several generations within a family to develop a coordinated approach to meeting their giving goals."