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How We Can Help You
Advantages To Working With Us
Cost-free resource for charitable and estate planning
Since 1961, the Foundation has worked with professional advisors to help their clients with charitable and estate planning.
An ego-free partner that supports your work
It’s not about us! The Foundation benefits from the strong relationship between you and your client, and our role is to enhance that relationship. We can work entirely in the background, or we can attend every client meeting with you. It’s up to you and your client.
Wealth of resources
We know there is a perception that “the giving questions” are difficult to ask, so we’ve compiled a list of conversation starters for you. When there are legislative or tax changes that may impact your philanthropy discussions, we’ll keep you informed via our e-newsletter or via e-mail. And if you’re doing late-night or Sunday afternoon research, check our Crescendo Newsletter Link for updated federal charitable tax law and analysis geared just to you – 24/7.
A leader in the field
We know local issues and leaders, and we know how to bring government agencies, community groups, and nonprofit organizations together for meaningful discussions and concrete action. At the same time, we’re one of the top one hundred community foundations in the nation, with over 900 funds and grants to the community topping $63 million.
LOVE NOTE to PAT JOHNSON
to Pat Johnson!