The Foundation is an important source of expertise on planned giving for attorneys, accountants and financial advisors who counsel individuals regarding tax and financial planning. Our goal is to provide accurate and timely information that will help professional advisors assist their clients in identifying their charitable and philanthropic goals. The following services are available to area advisors. Information and Consultation Staff members are available to discuss philanthropy and planned giving or to address specific planning issues and situations.
All consultations are on a confidential basis and are free of charge.
Many requests for information are exploratory in nature. We encourage and will respond to all inquiries without regard for whether they may involve or result in a gift to The Community Foundation. If we don't have an answer on hand, we will promptly find it. The Community Foundation uses PGCalc software to create illustrations of charitable gift planning options. To request a free illustration, an advisor just completes a form providing the information required for staff to prepare the illustration.