The Community Foundation is ideally positioned to help advisors develop and deliver customized giving solutions to their clients.

From identifying appropriate fund vehicles and handling complex assets to providing special services, we offer extraordinary flexibility and support for the diverse and changing needs of donors and the communities we serve.

Our wide range of tax-advantaged giving options allow donors to create their own giving and granting timetable, establish a gift anonymously, in their own name or in honor of someone else, and even integrate their donation into an estate plan. We offer personalized service for your clients, providing tailored philanthropic consultation and expertise on the issues and organizations your clients support. We can even help with appropriate causes and organizations around the world.

We are an ideal partner for transforming any charitable dream into a reality.

Explore IMA's - Individually Managed Accounts

Our Individually Managed Account program is a win-win for you and your clients. Your client can use a donor-advised fund to support the causes they care about, and you can manage your client’s charitable assets after they are donated to the fund.
How an IMA Works

Please call us today.

561-659-6800