Professional Advisors

A well-conceived plan for charitable giving can help clients achieve financial, personal, and family goals. It can also help maximize tax savings for them and their heirs. The Community Foundation is a resource and partner in providing expertise on philanthropy to your clients.

For over 53 years, the Foundation has assisted donors in reaching their charitable objectives through gifts and funds to benefit the community. The funds are permanent, ensuring donors that the spirit of their philanthropy will endure. Our professional staff has decades of experience assessing local needs and working with professional advisors to structure charitable gift plans that achieve the best results for their clients.

 

To download a copy of our brochure click here.

To learn more about The Foundation's investment consultant, click here.

 

Save the Date for Eve Borenstein's Form 990 Workshop