Professional Advisors

Community foundations offer wonderful services to clients with charitable intent.

If you are working with a client on an estate plan, please contact your local community foundation to learn how a charitable fund,  especially an endowed fund, can continue to support your client’s favorite charities long after your client’s passing.  A donor fund is a wonderful way to leave a legacy to the community after your client has planned for their children, church, and college.

If you have a client facing a large income tax burden, your client can make a charitable gift to a donor fund, take the immediate tax deduction, and decide later which charities will receive grants from the fund.

Please click on the “About Us” tab to find a community foundation serving your community.