Advising

The Community Foundation will work with you to assist you as you serve your clients’ planning needs. Feel free to contact the Community Foundation staff to obtain ideas regarding creating charitable and scholarship funds. Use our gift calculator to calculate the terms of planned gifts such as charitable remainder or charitable lead trusts.  The Community Foundation is happy to provide assistance to you as you serve the needs of your clients.

Take advantage of our services. We can:

1. Develop donor agreements outlining your clients’ charitable goals
2. Provide bequest language or wire transfer instructions
3. Calculate gift annuity rates
4. Provide links to professional resources and area organizations
5. Offer counsel on giving instruments and funding options
6. Assist with grantmaking research, recommendations and outcomes
7. Provide information and guidance on the communities’ charitable needs

We also encourage you to view the Informed Giving section for additional information.