Plan Your Giving

Your Philanthropy, Your Way.

Maybe you already have a long history of giving. Or, maybe you’re just beginning to think about the legacy you hope to create. Whatever your unique situation is, we can help you outline your charitable goals and achieve your philanthropic vision.

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Maximize Your Impact

Whether you’re looking to simplify and organize your current giving, or you’re thinking about your future and the legacy you hope to leave, we can help you maximize and add efficiency to your charitable impact, while also realizing important financial and tax benefits.

As a leader in philanthropic strategy and planning, we have more than 35 years of experience working with individuals and families, businesses, nonprofits, and professional advisors. Today, we hold more than 1,000 charitable funds and manage more than $200 million in assets.

Since 1984, donors have turned to us for customized and strategic philanthropic plans that unite their ideas and passions with purpose and meaning.

We're Here to Help

Your goals are unique to your personal and financial situation. We can help you achieve your philanthropic vision, add efficiency to your charitable impact, and realize important financial and tax benefits through a charitable fund at the Community Foundation,

From donor advised funds, to endowments, to scholarship funds and more, our philanthropic services team will work with you to identify your passions, explore giving styles, and help you determine the charitable impact you hope to make. From there, we can connect you with important community issues that align with your interests, creating the pathway for a meaningful charitable mission statement that aligns with your personal values and beliefs.

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  • Give Today: Learn more about how and what to give, tax benefits and how we can help you create a charitable fund that matches your philanthropic vision. Learn More.
  • Plan Today to Give Tomorrow: Find details about estate/planned giving and learn how we can help you create your charitable legacy. Learn More.

Assets listed above are as of 10/2020.