Photo by Bert Forbes Photo by Bert Forbes Photo by Bert Forbes Photo by Bert Forbes Photo by Bert Forbes

How to Work With Us

Your clients have a variety of options to consider in their relationship with the Community Foundation.  These include determining:

  • The type of fund that best meets their charitable giving goal - There are a variety of funds for your clients to choose from depending on their level of giving, their philanthropic values, desired tax advantages, and desired level of involvement. See a detailed description of Our Funds.
  • The type of gift they choose to make -  Your client can give in a variety of ways including cash, real estate, marketable securities – such as stocks, bonds, and mutual funds – life insurance, bequests, and other personal assets. 

If your client wishes to start a fund or contribute to The Community Foundation, they may choose to give now or contact us to set up a time to discuss a planned gift. We are happy to meet with you and your client or be a behind-the-scenes advisor to you… whatever you need… we can help!


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