Professional Advisors

More and more, individuals and families are becoming interested in managing their wealth in a way that brings meaning to their lives and affects people positively. They look to give something back to the community as well as plan for their financial security or estate transfer.

The more donors are educated about the importance of endowment, the greater likelihood they will believe in its importance for the causes and organizations they support. One of the most common characteristics of endowment donors is that they have had a life-long relationship with a cause or an organization. They want to support their passion and causes after their lifetime, but they want to trust that their gift will indeed last forever. This is why donors prefer to give through the Community Foundation rather than directly to an organization.

Our professional staff has broad expertise in charitable giving. Since most gifts to endowment are gifts of assets, the capability of accepting and managing complex gift arrangements is essential. We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve personal, financial or business goals.