Your Community Foundation is a trusted resource. We work with professional advisors to enhance the services clients seek from you and your firm — always respecting and working within the relationships you have developed with your clients.

We Provide:

Flexible giving.When donors establish fund through Your Community Foundation, they open the door to a very broad range of charitable options. We can manage virtually any type of gift for any charitable purpose, offering everyone the opportunity to make a lasting contribution that directly benefits their community.

One of the advantages of Your Community Foundation is that it offers our Fund Creators much more flexibility in the use of their charitable dollars than a direct gift to a charity. Many charitable organizations encourage planned giving, but that organization is the sole beneficiary of the gift. With their Community Foundation, on the other hand, Fund Creators can name multiple beneficiaries.

Personalized giving. Experienced and knowledgeable staff who share a deep commitment to the well being of the community can help find the best charitable organizations to fit our Fund Creators' interests and help them and their advisors structure a charitable fund to satisfy goals and financial objectives.

Responsible financial management. Gifts to the Community Foundation can become a part of a lasting endowment. Principal is expertly and responsibly managed in a balanced portfolio and available income is used to fund projects according to donor wishes. Funds are invested with professional, well-know financial institutions and performance is reviewed regularly. The foundation’s financial position is evaluated annually by an independent audit. These safeguards ensure that contributions will be preserved and earnings will be maximized over time.

Allegiance to donor intent.One of the major strengths of Your Community Foundation is its ability to provide a flexible vehicle for Fund Creators with multiple philanthropic interests. The foundation keeps in close contact with nonprofit agencies throughout the local area, and our broad perspective and local knowledge assure that grants will always be targeted where they can do the most good. The leadership of Your Community Foundation is well trained and sensitive to seeing that your clients' needs and objectives are served.

For example, an elderly client who lived quite frugally might begin planning her estate and realize she has amassed over $1 million. In evaluating the things she cares about in planning her legacy, she may reveal that the people in her community mean a great deal to her and that she has several charitable interests—providing support for her church, helping children, maintaining a strong economically healthy city center, and preserving the historical society. The diversity of her desires makes it clear that her Community Foundation is the best resource for her charitable bequests. Through her Community Foundation, an endowment could be established for her church, and a designated fund set up to support the zoo, economic development in her city, and her local historical society.