Professional Advisors
Helpful resources, right at your fingertips.
Your Partner in Philanthropy
Overview
Guiding donors is an important piece of the giving process. Using our expertise, Community Foundation staff will work with your professional team to help shape ways of giving that reflect what your client is passionate about and their future goals.
For your convenience, we’ve compiled a variety of tools and resources that may be helpful during these discussions. Don't see what you’re looking for?
Annual Figures as of December 31, 2023
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$195MTotal Assets
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520Active Funds
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7.8%Long-Term Pool Total Net Return Since Inception
Planning for Tomorrow
Gifts to charities such as the Community Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that this process should ideally involve the donor, professional advisors and our staff—all working together to arrange the best gift possible. Contact us to discover the ways we can partner.
Quick Links
Discover the creative ways you can invest in our community through partnering with the Community Foundation.
