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!