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Services For Advisors

We work alongside attorneys, wealth managers, insurance brokers, and accountants, providing strategic counsel and planning so your clients can leave their legacy, make a meaningful community impact in their lifetime, and maximize the tax benefits of charitable giving. We offer a wide array of services and can custom craft a plan for just about any charitable idea your clients may have. Contact us to find out more.

Tools for Advisors

We offer many tools for you and your clients. The links here will take you to information, forms, explanations, and sample language that will help you understand and utilize our tools. We are your community foundation, here to serve you and your clients. 

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