For Professional Advisors

Community Foundation aspires to be your one stop location for answers to multiple charitable interests your clients may have and we hope we can help focus those ideas.

Community Foundation speaks with donors often and encourages them to meet with their lawyer and other financial advisors to develop plans that fit their financial needs. Bequests that include charitable intentions are fairly common but we also accept IRA distributions, C-Corp Shares, life insurance, named beneficiary of Charitable Remainder Trusts or Charitable Lead Trusts, real estate and more.

Thank you to the following advisors for being valuable partners in giving.

Suzanne Aigen
Fred Ballantyne
Alyssa Barreiro
Bill Currie#
Clover Drinkwater
Ross Feldman
Marcie Finlay
Elena Flash
Mariette Geldenhuys#
Chris Gibbons
Julie Gorman

Howard Hartnett
John Hinchcliff#
Anna Holmberg#
Robert Jewell
Michael Longo
Randy Marcus
Robin Masson
Mike May
Marshall McCormick
Diane McDonough
Erin McKinley
Jerry Mickelson
Jim Miller
Bill Murphy
Beth Prudence
Kim Rothman#
James Salk
Helen Saunders
Ray Schlather
Leslie Strebel
Paul Strebel
Tim Tindall
Jay True
Sally True
Tom VanDerzee
Jay Williamson
Glen Wood

#Thank you to members of the Door Opener Society a recognition awarded to professional advisors whose contributions to philanthropic planning to the Community Foundation have been significant, substantial and long-standing! Eligible inductees are attorneys, accountants, financial planners, trust officers, brokers, or insurance agents who encourage their clients to consider charitable giving to the Community Foundation.

Resources

Downloads

Downloads

quote Angela Y. Davis

I am no longer accepting the things I cannot change. I am changing the things I cannot accept.