We are in community. For nearly 100 years, we have been connecting generous donors with causes they care about and we have longstanding partnerships with a huge network of local organizations.
We understand your clients’ needs and how to help them make a meaningful impact through their philanthropy. With 100 years of proven investment performance we understand how to make sure your clients get the most from their giving.
We make it easy for your clients to give a wide variety of assets with maximum tax advantage. Your clients can give cash, appreciated stocks, real estate, or other assets. We specialize in gifts of complex assets, and your clients will receive the maximum tax deductibility for their gifts.
We offer unique, exclusive donor events and programs. We host events and programs just for fundholders on topics important to the community, including climate and the environment, education, and cryptocurrency. We uphold the highest ethical and legal standards.
We are transparent, sharing our finances and reports with our donors and the people and communities we serve. We meet and exceed national standards for community foundations.