Resources

A Powerful, Personal Approach to Charitable Giving: Options for Clients

Giving through the Community Foundation is customized, flexible and driven by those things most important to your clients. Click here for materials you can share with your clients.


 

The Power of Endowment

When your clients create an endowment fund through the Community Foundation, they can support the organizations they love, in their name, forever. Click here for a piece you can share with your clients.

 


Investment Overview    

Click here for the Community Foundation’s latest Investment Overview.

 

 


 

Frequently Asked Questions for Professional Advisors

Click here for answers to some frequently asked questions that professional advisors may have on behalf of their clients.

 

 


How Charitable Planning Helps Retain Clients

Click here for an article you may find helpful when considering strategies for strengthening client relationships.

 

 


Featured Speaker

On October 26, the Community Foundation hosted a special event, Year-End Non-Cash and Charitable Planning Opportunities featuring nationally-known speaker Bryan Clontz, Founder and President of Charitable Solutions, LLC.

If you missed it, you can watch the recording below.

 

 

Professional Advisor Connections

The Community Foundation’s e-newsletter geared toward attorneys, certified public accountants and financial professionals.

CLICK HERE TO Subscribe