We work closely with professional advisors to enhance and support donors and their giving. When your client’s needs involve charitable giving, we can partner with you to help align their charitable and financial goals.
Think of Our Community Foundation as the charitable arm or philanthropic specialist on your team. We understand the deep relationships you have developed over the years with your clients. Our goal is to maintain that trust as we work together to develop a philanthropic strategy that enhances your client’s charitable giving. We will partner closely with you to make sure the experience for your client is seamless, convenient, and rewarding.
As a professional advisor, you’re instrumental to the impact and success of Our Community Foundation. We are here to help you develop a philanthropic strategy that is rewarding for you, your client, and our community. Together we can build a partnership that changes lives – for the local good.
We can work with you and your client to establish a fund that will best accomplish their philanthropic goals while also meeting their financial and estate planning objectives.
Download our Estate Planning Checklist.
For more information, please contact us.