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.