Advisor Resources
The Community Foundation is proud to maintain strong relationships with professional advisors throughout the region. We hope you will find the following resources helpful as you work with your clients to determine if the Foundation can be a good fit for their charitable and tax planning needs.
General
Why work with us?
Learn how the Community Foundation can enhance your philanthropic experience through customized programs and resources.
Ways to Give
Learn about the wide range of gifting options that can be used to establish or add to a named charitable fund.
Options for Private Foundations
Learn why families with private foundations have chosen to work with the the Community Foundation.
Bequest Language
Learn how to ensure that giving patterns established during your lifetime will continue into the future.
Recent Community Impact Grants
Read about the Foundation's community impact grant program and our four focus areas.
Gifting a Closely Held Business
Learn how to maximize your philanthropy by funding a charitable fund with pre-sale shares of your closely held business.
Donor Advised Funds
Investments and Financials
Charitable IRA