Your Partner in Philanthropy
As a professional advisor, your clients rely on your guidance when making important financial decisions. When it comes to charitable giving, we can partner with you to simplify your clients' giving and maximize their impact.
Serving as an extension of your team, we’ll work with you to create a personalized philanthropic plan for your clients. You’ll be at the lead every step of the way as we develop short- and long-term giving strategies, share emerging needs and opportunities, and create a family giving plan for your client’s current and future generations.
Working with us, you'll enjoy:
Personalized, local service
We'll work with you to develop a plan that meets your clients' values and passions, and addresses their tax-planning needs. And since we are located in Sioux Falls, you'll receive top-notch service.
And, unlike a Private Foundation, we can establish a donor advised fund or make a grant in a way that will protect your client's privacy if they desire.
Experience with complex, non-cash assets
In addition to gifts of cash and marketable securities, the Sioux Falls Area Community Foundation also accept gifts of real estate, appreciated stock and other securities, grain or other commodities, qualified retirement plans such as IRAs or 401Ks, life insurance policies other non-cash assets.
We can offer research and analysis on community needs and opportunities, as well as nonprofit evaluation and site visits for organizations of interest to your clients.
Next-Gen and Family Philanthropy Planning
We can help your clients develop long-term, multi-dimensional charitable plans that offer opportunities for new generations of family members to engage in giving, and that outline succession plans for future management of the fund.
Privacy and Anonymity
A Donor Advised Fund at the Community Foundation can protect your clients’ privacy at the level they desire, unlike private foundations which must adhere to public reporting requirements.
A wide range of products and services
Beyond Donor Advised Funds, we offer a wide range of charitable giving tools to help meet your client’s needs, wherever they are on their philanthropic journey. Working with us, your clients will be able to access fund information, submit grant recommendations, view a fund's balance and review transaction history 24/7 with our convenient online access feature.