How Can the Community Foundation Help Me Serve My Clients?
Your clients deserve your expertise and knowledge in helping them reach their financial goals. Some of these goals may include making gifts to their favorite charities. Like you, the
Community Foundation has your clients’ best interests at heart. Since 1954, the Community Foundation has been a trusted partner in Wabash County and is equipped with staff who have
extensive knowledge of community needs and expertise in tax-effective, charitable giving strategies. We partner with professional advisors like you to help enhance and personalize the
services you provide your clients while helping them reach their charitable goals.
We Can
Help You
Create efficient, flexible, and customized charitable giving plans to meet each of your client’s unique situations
Build stronger relationships with your clients as you provide them with strategic methods to fulfill their financial and charitable goals
Stay up-to-date on current charitable giving trends and tax-effective strategies through our professional advisor newsletter and our continuous support
and guidance
We Can Help Your Client
Lessen their tax burden now or in the future
Meet their charitable goals and financial situations by offering customized charitable giving options, from a simple unrestricted gift to the creation
of a donor-advised fund or endowment
Feel ensured that their gift will be professionally managed and will be used as they intended due to prudent oversight of each of our more than 350
funds
Include their family and future generations in their charitable giving with the creation of a donor-advised fund
Leave a legacy and make a positive impact on the community for generations to come
For more information on how we can assist you and your clients on charitable giving, please contact us below:
