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.

Our Community Foundation offers many ways for your clients to leave a charitable legacy while also meeting their financial and estate planning objectives. Our resource guide includes a variety of free materials about charitable giving options for your clients.

Download our resource guide for attorneys, financial advisors, financial planners, and accounts.

For more information, please contact us.