Partner with us

Partnership advantages

Our staff is skilled in working with people who have multiple charitable, personal and financial objectives, and sometimes complex gift situations. As your partner in charitable giving we can help you achieve success for your clients and the community.

Convenience

We can work the way you need us to, including supplying information to help your client make the best, most advantageous gift. Contact us any time to ask questions or discuss giving scenarios. We make a range of resources available to advisors who wish to add philanthropic capabilities to their client offering.

Permanence

Our strong record of financial stewardship assures that your clients' charitable intent will be honored now and for generations to come. Our volunteer board of directors represents a cross-section of community leaders who work hard to maintain high standards for managing charitable gifts and instilling donor confidence.

Economics

If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff member who cares about them and their needs.

Experience

We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.

Call on us for help in establishing a fund, selecting an investment strategy and setting up an effective grantmaking program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.

We understand that your clients sometimes prefer to remain anonymous and we are glad to work directly with you on their behalf. Many of our relationships with professional advisors begin this way. Feel free to call on us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the Foundation, we want to hear from you. No question is too simple or complex for us. If we don't have the answer on hand we will find it for you.