Professional Service Providers
If you are a lawyer, accountant, financial planner, investment advisor, or have a specific interest in the technical aspects of planned giving, we hope this section will be of use when you are advising your clients on the options they may like to consider in connection with charitable giving.The Community Foundation offers a personal, professional and cost effective service to guarantee that giving to charity is a rewarding and enjoyable experience.
We combine our expertise with yours to ensure your client makes the right decisions selected from a full spectrum of options.
Key Points for your clients
- The Community Foundation offers a flexible, quick and easy alternative to setting up a charitable trust
- A Named Fund can be set up in a one hour meeting
- We award grants in the donors' name and arrange publicity if desired
- We target money to charitable groups by issue or geographic area
- A Fund at the Community Foundation is ideal for people who want to support local causes
- We provide a service managing existing charitable grant making trusts by recreating them as a Fund within the Community Foundation
- We can help your business clients achieve their Corporate Social Responsibilities by establishing a corporate giving Fund
- A personal donor service where we deal with all aspects of administration and investment management