Plan for Good

Top 3

Reasons

why a donor advised fund might be right for your clients
1
Provides a flexible way to organize their charitable giving.
2
They’ll receive an immediate charitable gift tax deduction the year they open the fund. And they can make gifts at their convenience for years to come.
3
Your clients will have a relationship with a dedicated philanthropic advisor every step of the way.

Let’s Get Started

Who We Are

We are a community foundation that partners with wealth managers, CPAs and estate attorneys to help your clients reach their charitable goals.

Why Work With Us?

Partnering with us allows you to expand your practice by offering tailored, philanthropic advice. We build on your quality reputation to take care of your clients and ensure their unique charitable goals are realized through:

  • Personal guidance to help them define, plan and fulfill their philanthropic purpose.
  • Access to authentic community relationships and unique insights to help them achieve the most impact with their charitable funds.
  • A variety of investment options to help them plan for both today and the future.
  • Advice rooted in local expert community knowledge.

We know how important your client relationships are to you. We offer donor advised funds that could allow you to keep assets under management while we support your clients with our full suite of philanthropic resources.

A Partner with Solid Advice

Learn why “Gift Bunching” might be right for your client

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WITH US