Convenient, creative, flexible charitable fund management

When it comes to estate planning, your clients deserve value and creativity. Kern Community Foundation provides convenient, creative, flexible strategies in our management of charitable funds for individuals, families, businesses and nonprofit agencies. We engage a network of professional advisors across the country to serve mission driven, charitably minded clients like yours.

Why Partner With Us?

  • We work through you to help serve your clients’ charitable giving needs. You stay in control of your client relationship.
  • We partner with you, providing support, information, and expertise around giving options.
  • We help you build stronger relationships with your clients. They will appreciate the charitable impact and tax advantages you help them achieve with Kern Community Foundation.
  • We help you connect across generations by establishing a fund and beginning the process of involvement with current and future generations.

A fund at Kern Community Foundation provides maximum tax deductions and low administrative costs. Additionally, our individually managed fund program offers financial advisors a way to maintain investment advisory capacity over fund assets. Let us help you and your client customize their charitable giving without the burden of tax liabilities and onerous administration.