Advisor Toolkit

Let us help you help your clients.

When you partner with the Community Foundation, you and your clients benefit from our in-depth knowledge of our region's nonprofit landscape and community needs. When your clients give through the Community Foundation, they can work one-on-one with Foundation professionals who can guide them and make choices simple.

How to recommend charitable giving without recommending a specific charity

You may be reluctant to recommend a specific charity to your clients. The Community Foundation represents all charities and manages more than 560 funds. Take a look at our advisor FAQ, or contact us.

Interested in hearing more from the Community Foundation?

Sign up for our email newsletter, with nuggets of information to help professional advisors help their charitable clients.