Your clients, your responsibility, your community

You + Your Community Foundation

We are here for you! In a special series of articles, the team at the Community Foundation will share with you the ways we'd love to work together to help your clients fulfill their charitable goals and leave a legacy not only to their children and grandchildren, but also to the community where your clients' families and businesses have grown and thrived. 

In the articles that follow, you'll learn why working with the Community Foundation is an important way for you to deliver value to your clients, fulfill your responsibility as a professional, and work side-by-side with the Community Foundation team as your partner in your practice and your community. 

Here's what you can expect to hear more about in the weeks ahead. 

Your Clients are the Priority

We understand that your relationships with your clients are your top priority. The key word is "relationship." We are committed to helping you build, maintain, and deepen your connections with your clients as their "go to" advisors for wealth management, accounting, and estate planning across generations. We will never create obstacles between you and your clients; rather, we are here to assist you behind the scenes or in whatever capacity makes the most sense for you to deliver value to the individuals, families, and businesses you serve.   

Your Responsibility is Taken Seriously

In today's social impact culture, philanthropic planning isn't just a nice to have. It's a must have. To fulfill your obligations to serve your clients, you need to know the full range of everything the laws and regulations offer in establishing tax-savvy charitable giving vehicles that meet your clients' goals. Our experts are here to guide you! We'll point you in the right direction to find the very best articles and materials to help you advise your clients. Philanthropy conducted through the Community Foundation meets the high standards of today's best practices for achieving tax effective social impact objectives. 

Your Community Foundation is Your Partner

We would be pleased and honored to work with you. Whether you're establishing a donor-advised fund for a private foundation client, setting up a family foundation fund from scratch, or assisting a C-level executive with corporate giving strategies, your Community Foundation would love to be your partner.