For Clients Passionate About Local Causes, the Community Foundation is the Perfect Place

Most of your philanthropic clients likely support a wide variety of charities year after year, driven by diverse motivations such as personal experience, volunteer or board involvement, family tradition, or alignment with their values and community priorities. 

A significant portion of the charities they support are local, which presents a unique opportunity for them to engage with the Community Foundation. That’s important to note because it means that your clients are especially well-positioned to lean into the Community Foundation’s unique position as the hub for charitable giving and local knowledge. Here are three key reasons why it matters:

• Clients can tap into the team’s knowledge about specific organizations, including financial information, data about the impact of a charity’s programs, and observations of an organization’s areas of greatest need.
• Clients can choose from a variety of fund types depending on what they’d like to achieve. A designated fund, for example, allows your client to set aside tax-deductible dollars that are dedicated to supporting a specific organization. Through the Community Foundation’s services, funds are distributed over time to the charity while the assets remaining in the fund are protected from the charity’s creditors. Another example is an unrestricted fund, which leverages the Community Foundation’s extensive research about the needs of the community and the nonprofit programs that are addressing those needs today and into the future. 
• Clients can work with the Community Foundation to leave a bequest to an endowment fund to support community needs for generations to come. As a perpetual organization, the Community Foundation ensures that charitable giving stays strong in our region to address important needs as they evolve over time.

Of course, if your client establishes a donor-advised fund at the Community Foundation, the fund can support both local causes and causes nationwide. As the hub for your clients’ charitable giving, our tools and our team are dedicated to helping your clients achieve their charitable goals both near and far. By partnering with the Community Foundation, your clients not only enhance their charitable impact but also strengthen support for philanthropy within our community.