Partner With Us
At the core of the Foundation’s mission is an unwavering commitment to delivering personalized and trustworthy service that inspires donors to fully realize their charitable aspirations. We recognize that the philanthropic landscape can be complex, which is why we cultivate partnerships with attorneys, accountants, financial planners, and other advisors—empowering them to elevate their clients’ giving experiences to unprecedented heights.
By partnering with the Community Foundation, advisors can enhance their services to meet their clients’ philanthropic needs while maintaining control over the client relationship. Our expertise lies in philanthropy, and we are dedicated to crafting customized giving plans that honor clients’ wishes—whether they aim to create immediate impact or establish a lasting legacy.
So, what does it mean to partner with us?
- Your Trusted Partner: Consider us an integral extension of your team, supporting you in serving your clients in whichever capacity you prefer, without any cost to you.
- Navigating Philanthropy: We understand that initiating conversations about philanthropy can be challenging. We’re here to provide you with practical suggestions and tools to facilitate these important discussions.
- Informed Community Insights: Beyond mere charitable giving, we help your clients develop a comprehensive charitable plan, equipping them to recognize community needs and maximize the impact of their contributions to causes that resonate with them.
- Continuous Education: Stay ahead of the curve without the hassle. Through free events and the monthly Crescendo e-newsletter tailored for advisors, we keep you informed about the latest trends in philanthropy and charitable giving, offering valuable educational resources and legislative updates that enable you to best serve your clients.
Together, let’s harness the power of philanthropy to effect meaningful change in our communities.
Annual Professional Advisor Seminar
The annual seminar for professional advisors is a free opportunity to earn CLE credits, gain new connections, and learn insightful updates focused on charitable giving and planning. We hope to see you at next year's seminar in May 2026!
Sign up for the Foundation's Professional Advisors email list to receive notifications about this seminar and other exclusive opportunities.
Call us to learn more about how we partner with Professional Advisors.