The Community Foundation has experience in helping philanthropic individuals create a charitable legacy. Working with the Community Foundation offers a variety of benefits to you and your clients.
Customized, Flexible Giving
We are experienced customizing charitable giving vehicles for individuals, including donors with complicated objectives and complex gift situations. See our fund types and structures. In addition, we have a flexible gift acceptance policy, including gifts of appreciated securities, retirement funds, closely-held stock and real property. Find out what you can give.
Knowledgeable Staff
Our team of dedicated and knowledgeable staff can help establish a charitable giving plan with an effective grantmaking program. Meet our staff.
Optional Anonymity
We guarantee your clients' anonymity, if they so choose, in establishing a fund through The Foundation or making a grant to their favorite charity.
Professionally Managed Investments
Our professionally managed investment portfolio offers our fundholders access to a greater variety of investment options, consistent investment policy execution and economies of scale through pooled investments. Fundholders can feel secure in the fiduciary oversight of our experienced Board and Staff members.
Maximum Deductibility
We are a public charity, which means your clients' contributions qualify for the maximum deductibility for income, gift and estate tax purposes.
Simplified Administration
Working with the Community Foundation to implement your planned gifts alleviates the burden of record keeping, IRS reporting and potentially complicated trust administration.
24-Hour Fund Access
Fundholders have 24-Hour Online Account or Fund Access, through Donor Central, a secure, password-protected online service where fundholders can access their personal fund information including their fund balance, gift and grant history and pending grant recommendations.
