Professional Advisor Resources

We are proud to partner with professional advisors to help their clients make a gift to charities and causes they care about. By working together, we can impact today and transform tomorrow!

For You:

• Donor Advised Funds vs. Private Foundations
• Video: Community Foundations & Professional Advisor Partnerships- Nearly 100 Years Strong!
  This video features Certified Financial Planner, Bryan Clontz, and Attorney/Certified Financial Planner, Peter L. Peterson, and their personal accounts on how to use the community foundation as a tool for their clients' estate plans.
• Eight Reasons Why People Will Give to a Community Foundation But Not Directly To a Charity (Coming Soon)

For Your Client:

• Legacy Giving Brochure
• Legacy Giving Flyer
• Planned Giving Worksheet