Helping Your Clients Establish a Fund
When your clients look for meaningful ways to support the causes they care about, The Community Foundation can help them make more possible.
We work with donors to create charitable funds that reflect their values, passions and long-term goals.
Whether they want to support community needs, invest in education, sustain a favorite nonprofit, involve future generations in giving or create a lasting legacy, we can help identify the right charitable solution.
Our team guides donors through every step of the process, from defining their charitable goals to selecting a fund type and exploring giving options. We are also happy to work alongside you to ensure charitable planning aligns with your client's broader financial, estate and legacy objectives.
Most importantly, we make the process simple, personal and impactful, allowing your clients to focus on the difference they want to make.
Have a client exploring charitable giving?
We'd welcome the opportunity to start a conversation and help them make more possible.
Investment Partner Program
Donors may recommend their own investment manager to become part of the Foundation’s Investment Partner Program to manage the investment of their gifts to the Foundation.
