For Professional Advisors
The Community Foundation can help Financial Advisors by:
- Educating clients regarding charitable giving vehicles.
- Customizing giving to match personal interests and tax planning needs.
- Facilitating complex forms of giving.
- Sharing knowledge of needs in the community.
- Offering grant making expertise and administrative services.
- Helping clients create personal legacies via named funds.
- Offering involvement in recommending uses of a gift.
- Providing the option of giving anonymously.
The following financial information is available upon request:
- Names of our Investment Committee Members
- Names of our Investment Managers
- Investment and Administrative Fees
