Attorneys, accountants, financial planners and other professionals partner with the Community Foundation to help clients reach their charitable goals. Working with the Community Foundation helps advisors expand their capabilities to meet client needs, while retaining control of the client relationship. Our business is philanthropy. We are here to tailor giving plans to fulfill your client wishes, whether it is creating immediate impact or leaving a legacy.

  • Your Partner: Think of us as an extended member of your team working with you to serve your clients in any manner you choose without any charge to you.
  • Talking Philanthropy: We know talking about philanthropy isn’t always easy. We can offer some suggestions and tools for bringing up the conversation.
  • Community Knowledge: Beyond charitable giving, we can work with your clients to create a personal philanthropy plan, better understand community needs and how their giving can make the most impact on causes important to them.
  • Education: We are in touch with the latest in philanthropic and charitable giving news so you don’t have to be. We offer educational and informational opportunities as well as legislative updates on philanthropy matters to help you best serve your clients.

Endow Kentucky Tax Credit

Did you know that Kentucky is incentivizing philanthropy throughout the commonwealth through its Endow Kentucky Tax Credit Program? Learn how the Community Foundation can help you take advantage of this opportunity.

Could the Endow KY Tax Credit help you? Give us two minutes and see!

Interested in the 14th Annual Professional Advisor Seminar? Take a minute to learn about all the details!

Advisor Resources

We have compiled some tools that you might find useful in serving your clients.

Call us to learn more about how we partner with Professional Advisors.

Mike Schultz
Mike Schultz »
Vice President, Development & Stewardship
502.855.6953
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Heather Cash, JD
Heather Cash, JD »
Director of Gift Planning
502.855.6955
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