For Professional Advisors
Why work with us?
The Community Foundation can be a resource for you as you help your clients fulfill their charitable goals.
We can help you:
- Provide efficient, flexible and customized philanthropic tools to match your client’s unique situations.
- Serve as a knowledgeable source about our community’s nonprofit ecosystem and potential charitable investments that make the biggest and best impact based on your client’s interest.
- Lighten your client’s tax burden, create a legacy of giving, or shift financial resources during retirement.
- Set up an Individually Managed Account or a charitable fund through pooled investment portfolios.
- Create a charitable plan for your client – to give now or in the future.
- Assist with multi-generational giving.
We believe our residents should have the same opportunities to thrive and succeed in life. We address regional needs by partnering, investing and convening that result in tangible community impact. We can also provide specific nonprofit and grant recommendations based on your clients' interests.
VP for Philanthropic Services
Mary Katherine Morales