Advise
Partners in Giving
The Community Foundation considers attorneys, CPAs, financial advisors, investment managers, insurance agents, and other professionals partners in the charitable giving process.
We recognize and respect your trusted leadership role with your clients. We are committed to supporting your success in addressing your client’s philanthropic needs. Our goal is to provide information, connections, and solutions that strengthen your client service relationships.
Through collaboration, we can identify the giving vehicles and solutions to best integrate your client’s philanthropic goals into their comprehensive wealth management and estate plans.
The Community Foundation offers a personal, local, and flexible approach to giving. We work with you to connect your clients with causes most meaningful to them in providing optimal tax advantages and efficient low-cost options for charitable giving.
Why Partner with the Community Foundation?
REPUTATION
A catalyst for philanthropic change, support, and service.
EXPERTISE
Philanthropic experts align your clients’ values to their charitable giving interests.
VALUE
Less expensive than starting a private foundation
TRUST
Supporting you in making southwestern Indiana a better place to live, work, and grow.
Strategic Charitable Giving Benefits for Your Clients
Alternative to Private Foundation
A donor-advised fund allows bigger tax deductions, minimizes paperwork for giving, and costs less than establishing a private foundation.
Legacy Giving
Options
Our goal is to fulfill your clients' philanthropic vision now and into the future.
Investment
Partnerships
Continue managing your clients' assets while we support their philanthropy.
Resources for You and
Your Clients
Below are various resources for professional advisors. We want to partner with you to help your clients attain their charitable goals, please contact us today!
