Advisor Toolkit

Advising clients on philanthropy can feel tricky if you’re hesitant to suggest specific charities. That’s where the Community Foundation comes in. With connections to all types of charitable causes and management of over 560 funds, we provide the perfect platform to support your clients’ giving goals—without needing to name individual organizations.

Explore our Advisor FAQ to learn more, or contact us directly for personalized guidance. Let us help you empower your clients to create lasting impact!

Partnering with the Community Foundation: Expertise at Your Fingertips

By working with us, you gain access to our deep knowledge of the region’s nonprofit landscape and community priorities. Your clients benefit from personalized support with our experienced professionals, who make giving seamless and effective—helping them create lasting impact where it matters most.

On this page, you'll find resources to help you and your clients understand more about giving through the Community Foundation.
 

• Questions to Guide Your Charitable Giving Conversations
• Donor-Advised Funds: Community Foundation vs. Commercial Institution
• Introduction to the Community Foundation Brochure
• Explore our blog for helpful articles designed to support you and your clients.

We’re also here to assist directly—whether you have questions about our work or need customized materials to address specific client inquiries. Don’t hesitate to reach out; we're happy to help.