Professional Advisors are Important Partners

Did you know that The Foundation works with accountants, attorneys, investment advisors and insurance professionals to help clients with charitable giving?

"I counseled some of my community-minded clients at year end, when tax laws were changing as to the benefits of a donor advised fund at The Community Foundation. It provided them with very favorable tax outcomes while supporting their interests in the community and beyond. I personally have been extremely pleased with the Foundation's stewardship and assistance with my family's fund." — John Gordon, CPA, Donald L. Perlroth & Company (at right in photo)

During confidential consultations, the advisor and Foundation staff review planned giving options, discuss benefits, provide sample agreements and suggested will language, and handle all the necessary forms and calculations for making an immediate or planned gift. We are proud to work with these professionals.