The Community Foundation provides as much or as little support as you need to tailor a giving solution to your client's priorities. From a variety of ways to give to resources that improve the giving experience, we are happy to assist. We offer:
Client Proposals:
Our staff is happy to meet with you to talk about ways to help your clients. We are also available anytime to meet with you and a specific client to discuss ways to address his/her charitable needs… but rest assured that we are here to help YOU help YOUR client. By addressing your client's philanthropic needs, you are providing a more complete service and thereby building a stronger relationship.
Free Presentations:
Would the members of your firm be interested in learning more about how charitable giving can benefit clients, and how a partnership with the CFGL can increase revenue? Do you belong to a club or membership organization that would like to learn more about opportunities to give back to community? Contact us for a presentation on any of these topics:
Charitable giving options
Community needs and issues
Our grant making priorities and impact
Planned giving
Charitable giving benefits
Client tools:
Deciding to Give, a checklist that helps your clients determine the type of fund that meets their charitable giving goals, the type of gifts to make as they initiate and grow the fund, and how they wish to involve themselves and other family members in the giving process.
Comparing Approaches, a matrix that defines the distinctions between donor advised funds and private foundations.
Other Resources:
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