Your Community Foundation is a resource for advisors. Attorneys, CPAs, financial planners, brokers, insurance agents, and other professional advisors are turning to the Community Foundation to help enrich the charitable giving strategies of their clients. Here’s why:

1. As a public charity, Your Community Foundation offers the highest level of tax benefits for charitable giving. Fund Creators may give cash, stock, closely held securities, real estate, or personal property and receive maximum tax benefits.

2. Through planned giving that integrates philanthropy with overall financial and estate planning, advisors can ensure that their clients receive the full benefit from contributions, while supporting the local community and charities of their choice.

3. Clients can establish Donor Advised Funds with Your Community Foundation. These very popular mechanisms allow clients to make a charitable gift and stay personally involved in suggesting uses for that gift over time. We are frequently named in bequests as stewards for estate assets that clients wish to direct to address specific areas of community need in perpetuity. Giving to the Community Foundation also provides clients time and resources for evaluating potential grant recipients, and the ability to give to multiple charities with a single gift.

4. Your Community Foundation has in-depth information on local needs and nonprofit organizations. When clients ask how they can make sure their charitable gifts are most effective, many advisors turn to the Community Foundation for information. We are familiar with the programs and agencies that are working effectively in the specific areas interesting each client. We are in touch with local organizations and activities addressing the broad spectrum of community needs—ranging from the environment, arts, education, and economic development to special programs for youth, family, and seniors.