Strengthening your client relationships and helping them achieve their charitable goals.
We’ve got you covered! View our presentation,“How to Amplify Your High Net Worth Practice with Charitable Planning,” with featured presenter Dana J. Holt. Visit our Media Resource Page here.
You play an important role in helping your clients on their philanthropic journey. We consider you our valued partners in philanthropic giving!
Click on this Community Foundation information guide → → →
to help you understand what we do, and to help you inspire your clients as they begin their journeys toward playing an integral role in making our community a better place for all.
Together, we make a big difference, and ensure that your clients’ gifts last forever so that our community will always flourish.
We’re here to help you tailor a gift or a charitable fund
to your clients’ unique interest and goals!
Charitable giving plans that fit your clients’ values, beliefs and goals!
Flexible charitable funds from a variety of options!
Our team of experts about the latest needs of nonprofits!
Personal service from our dedicated staff!
Educational and networking opportunities for you, your colleagues and your clients!