Why Partner with the Community Foundation

As your clients' trusted advisor, you've helped provide for families, build businesses, and grow assets. They turn to you for advice, seeking guidance on options, including charitable giving. Your clients' best interests are key to your counsel. We're here to help.

The Community Foundation serves as a resource for attorneys, financial advisors, and tax professionals to simplify giving for clients, recommend strategies, and ensure funds have the greatest impact.

• You know your clients; we bring deep community knowledge and expertise in philanthropy with tax benefits.
• You seek effective giving channels; we create and sustain numerous customized, charitable investment vehicles. Click here to see an overview of the Foundation’s many types of funds.

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ASSETS WE ACCEPT

At the Foundation, we accept the full range of assets, including:

• Cash (cash equivalents, including credit card donations)
• Publicly traded securities and mutual fund shares
• Closely held stock
• Transfer of a private foundation
• IRAs, retirement accounts (QCDs and RMDs)
• Life insurance policies
• Limited liability companies
• Limited partnership interests
• Real estate
• Charitable remainder and charitable lead trusts

To discuss other types of assets not listed here and view our gift acceptance policy, contact Marcy Kinzer, Vice President of Donor Services, and learn if the Community Foundation can help.