For Advisors

The Community Foundation is here to do what’s best for your clients

As a professional who advises clients – individuals, families or businesses – about charitable giving, you take your role seriously. The Community Foundation is here to be a resource and partner when you need flexible, high-impact options to help your clients achieve their goals for their giving.

If your client is thinking about making a complex charitable gift we offer a variety of options.  With smart planning you can help them make a gift that will benefit the causes they care about for years to come. Explore our Planned Giving Center for more information:

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You always are the driver of the client relationship. Our goal is to be your philanthropic consultant, a valuable member of your team.

Questions?  Please contact Erin Stephenson  or Brooke Coleman to set up a confidential consultation or to explore the options available to your clients.