For Advisors
As an accountant, financial advisor, or attorney, your clients depend on your expertise to make crucial financial decisions. With regards to charitable giving, we can collaborate with you to streamline the process and amplify their impact. Through your collaboration with the your local community foundation, you gain access to a wide range of charitable giving options for your clients, as well as a dedicated staff with substantial knowledge of the community and the latest philanthropic trends. You can be assured that your client's financial and charitable objectives are our utmost priority.
Questions?
If you have questions or would like to learn more, please contact us at (320) 253-4380.
Helpful Links
Investment Information
CommunityGiving invests the assets of funds so that the earnings and appreciation can be used for future grants.
Educational Opportunities
We host an educational webinars and in-person trainings for professional advisors and we have a collection of pre-recorded educational webinars.
Stock Gift Information
Donating appreciated stocks is one of the easiest ways to give more to the causes you care about. It’s also one of the most tax-smart ways to give.
Planned Giving Calculators
Giving to the causes you care about most can be done either directly or through a gift model that can provide tax benefits and even income.