The Community Foundation views its relationship with professional advisors as a pivotal element of its efforts to educate the public about the value and benefits of planned giving strategies and tax deferred charitable vehicles.

Along with the technical aspects of giving, we also provide tools and insights into the "soft side" of philanthropy: why donors give, the value of these gifts to the community, where and how to give with impact, family succession and charitable giving plans, and donor education programs.
Working with the Community Foundation, your clients can achieve their charitable goals, while also meeting range of tax, business and estate planning objectives.

Many different financial events can motivate a client to seek professional advice that might lead to a charitable opportunity. Among them:

• The need to develop an estate plan
• Retirement
• Long term capital assets
• A financial windfall
• An inheritance
• Ownership transitions in closely-held companies