When to Partner With Us

Flexible and Efficient

We can extend the services you offer your clients - including estate planning tools, investment vehicles that meet their charitable objectives and community expertise to support causes they care about.

Contact Us

You Know Your Clients. We Know Philanthropy.

Your partner in philanthropy since 1984.

We can help add value to your client relationships. Our deep roots in the area, knowledge of our community's challenges and the nonprofits working to address them can complement your work with your clients. 

When you partner with the Sioux Falls Area Community Foundation, we’ll work with you to create personalized philanthropic plans to help your clients turn their passions into actions — enhancing this community we all call home.

Perfect Times to Partner

When discussing philanthropic goals with your clients, circumstances may arise where our expert staff can be a valuable partner in the process. By looking out for those situations and looping us into the conversation, we can help you provide maximum value to your clients. 

Taxable Events

Maybe it's the upcoming sale of a business or the potential sale of appreciated stock or real estate. Or maybe it's a year-end bonus or family inheritance. If you have clients facing taxable events like these, establishing a charitable fund can offer significant tax benefits and can help launch a meaningful philanthropic journey. 

Preparing for Estate Planning

Your client's legacy can endure through strategic planned giving solutions offered by the Community Foundation. 

Considering a Private Foundation

If you have clients who are considering establishing a standalone charitable foundation, it's important to help them compare their options.

Family and Next-Gen Philanthropy

You can help your clients bring greater focus and strategy to generational giving by partnering with the Community Foundation to facilitate family conversations, and by offering guidance and expertise for their long-term philanthropic planning. 

Selling a Business

Charitable giving through the Community Foundation can offer meaningful tax benefits for your clients whose personal net worth is tied to a closely-held company.

Outgrown Commercial DAF Provider

Unlike national, commercial Donor Advised Fund providers, we have deep roots in this community. As a hub for community knowledge, we provide the insight and analysis your clients need to create the greatest charitable impact.


The Community Foundation has been a great partner for me and my clients in charitable estate planning. They understand philanthropy, and I trust their expertise to ensure my clients' wishes are honored - and their legacy of generosity will live on for future generations.

Vance Goldammer, Redstone Law Firm

Let's Work Together

Let's work together to create personalized philanthropic plans to help your clients turn their passions into actions.

Contact Us

Please note, while we offer guidance and can help talk through giving solutions with you and your client, we are not professional tax advisors, financial advisors or attorneys.