Financial Advisors

Significant giving opportunities arise when your clients make major business, personal, and financial decisions. Whether you are helping your client with year-end tax planning or estate planning, the Community Foundation can help you provide tailored options that match your client’s charitable and financial goals. We can accept a wide variety of assets, and facilitate even the most complex forms of giving. We offer the maximum tax advantage under state and federal law, and we simplify IRS recordkeeping.

The Community Foundation understands that your client relationships are the most important part of your job. We let you take the lead with your clients while we help in a way that suits you and your client’s needs the best. If your client decides to create a charitable fund with the Community Foundation, you and your firm can often continue to manage the assets. (See specifics: Services for Financial Advisors) (PDF). The Community Foundation can help you grow your relationship with your client, making it more meaningful and beneficial for you both.

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 TAX ID/EIN # 94-3188703