Partnering with the Community Foundation is a win for all parties.
The Advisor Wins
You receive professional, customized advice - at no cost - from staff at the Community Foundation. You continue to stay in the loop with your client relationship and offer a wide range of planning strategies and implemenation options.
The Client Wins
Clients receive complimentary, individualized charitable advice that supplements your counsel and recommendations. Clients support charities and make a lasting difference in the community, organizations or causes important to them. Clients can see a positive impact on their current financial picture or in their estate plan by making a charitable gift and paying lower taxes.
The Community Wins
The community receives additional dollars that benefit area non-profit organizations and support important efforts throughout Jackson Hole.
The Community Foundation Wins
The Foundation serves the community by meeting the needs of donors, advisors and charitable organizations and needs throughout Jackson Hole.
