For Advisors

The Community Foundation is a trusted resource for professional advisors including financial planners, attorneys, accountants, trust officers, brokers and insurance agents.

We are a tool for you to use in helping your clients with their income tax, estate tax planning, and their charitable planning.

CFNF Services

We demonstrate community knowledge and expertise.

The Community Foundation provides extensive knowledge about local charitable organizations and emerging community needs. We match your clients with the causes they care about.

We provide efficient and effective vehicles for giving.

The Community Foundation provides many flexible ways for your clients to achieve their philanthropic goals while still offering the most favorable tax treatment.

We work closely with corporations to help them achieve their charitable giving goals.

A business can open a corporate donor advised fund with the Community Foundation, giving the company and its employees a simple method for charitable giving.

We offer services to private foundations.

The Community Foundation is legally classified as a publicly supported charity, but we share many features of a private foundation. We can help minimize or eliminate administrative burdens to meet annual distribution requirements. Learn more about services for private foundations.

Benefits to Advisors 

Business Conference
  • You stay in control of your client relationships with the Community Foundation working with you to help your clients achieve their charitable goals and have the greatest impact.
  • We partner with you to provide support, information, and expertise on charitable giving. ​​

Benefits to Your Clients 

We help people connect to the causes they care about most. 

When your clients give through the Community Foundation they......

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  • Receive personalized service working with our staff and you to develop a giving approach that matches their personal interests and tax planning needs. 
  • Have flexible gifting options to give assets such as cash, securities, real estate, life insurance proceeds, retirement benefits, bequests under a will, and charitable trusts. 
  • Receive professional investment services from professional investment consultants and money managers engaged by the Community Foundation to assist us in attaining our goal of achieving superior long-term investment performance.
  • Gain knowledge with information provided by the Community Foundation about local nonprofit organizational needs to help your clients learn more about agencies and programs that make a difference in the areas they care about most.