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, exploring private foundation options, or advising on the sale of a business, the Community Foundation can help you provide tailored options that match your client’s charitable and tax goals.

The Community Foundation 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.

Are your clients receiving required minimum distributions from their IRA? Would making a qualified charitable distribution from their IRA provide important tax savings? Here are some options that can help you help your clients meet both charitable AND tax goals.

Do you have nonprofit clients? Our agency endowment funds and nonprofit support services can help you provide them with the best service possible.

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 TAX ID/EIN # 94-3188703