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Solutions For Your Clients

We can help you meet your clients' needs.

Your clients have unique financial circumstances. Their giving goals are unique, too. We help you make the most of both. Our flexible and highly personal giving solutions strengthen your client relationships. We provide the professional skills and local knowledge to help you meet your clients' charitable and financial goals. We can help you protect and extend your clients’ assets throughout their lifetime, and then ensure that long after their death their charitable distributions are made according to their wishes.

Financial Planning Solutions

Appreciated assets (What types of assets?)
Family changes
IRA beneficiary
3rd party investment management

Gift Planning Solutions

Philanthropic advising
Family foundation alternative
Donor advised fund
Endowments
Scholarships
Memorial funds

Estate Planning Solutions

Charitable bequests
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust

Related Resources

Learn how others use the Foundation for their charitable giving

Every donor is unique but each counts on the Foundation's ease and efficiency, local knowledge and personal service.

 

Plan Now, Give Later

Whether you would like to put your donation to work today or provide charitable benefits to our community after your lifetime, we can help you find the right charitable plan for you and your family.