Whether your client wants to support charitable causes while they are alive, or leave a legacy after they are gone, the Community Foundation can help you provide tailored options that will satisfy their personal, financial, and charitable goals. Community Foundation staff can work directly with your client or in partnership with you to establish a charitable fund or a planned gift.
Is your client writing their will? Are there charitable causes they care deeply about? Would they like to involve their heirs in leaving a charitable legacy? The Community Foundation can help you provide your clients with the answers they need. Whether they are considering a bequest to a specific nonprofit, or are interested in providing for the financial needs of a loved one while achieving their philanthropic dreams, we can help.
- Brochure for Professional Advisors
- Handout for your Clients
- Notifying the Community Foundation of your client’s charitable plans