Helping you help your clients
The Philanthropic Leaders Advisory Network is a Community Foundation initiative supporting the important work of local wealth advisors and the relationships they’ve built with clients.
The Community Foundation enhances this relationship by offering professional wealth advisors our broad-based knowledge of community needs and charitable giving. Through educational seminars and regular updates on charitable giving, legislative changes, and more, we work hard to make sure we offer the best resources to help your clients make choices that reflect their good intentions and offer tax efficiency, too.
Find a participating wealth advisor
Click on a name to email an advisor, or click the institution name to be directed to a web address for further information.
How we support your client relationships
When your clients want to have a lasting impact on their community, we can help you execute their philanthropic intentions. The Community Foundation offers professional wealth advisors a broad-based knowledge of community needs, along with a deep well of experience in charitable giving. CLICK HERE to read more about why professional advisors recommend the Community Foundation to their clients and how we can support you in these trusted relationships.
OUR INVESTMENT COMMITTEE
Thank you to the Community Foundation’s Investment Committee members:
- Samuel Catanese
- Casey Craig
- Kim Craig
- Steven Dull
- John Kriak
- Mark Pasquerilla
- Craig Saylor
- Tyler Trimbath
- Joel Valentine
HOW WE INVEST
The Community Foundation believes that strategic asset allocation provides a solid foundation upon which proper investment goals and strategies to achieve those goals can be built. By focusing on risk-adjusted returns using a blend of passive investment strategies and active strategies in less efficient asset classes, the long-term goals of the donors and the organization can most reasonably be met. Click the button below to read more about our investment approach, find a link to our investment policy, and see the latest historical performance report.
RESOURCES FOR WEALTH ADVISORS
How CFA Works With Donors
Explore how the Community Foundation provides a simple, powerful, and highly personal approach to philanthropy.
The Community Foundation works with individuals and their wealth advisors to create permanent funding for any cause close to their heart.
Sample Bequest Language
Charitable bequests are the most common form of planned giving. Click below for suggested language options.
Private Foundation vs. Community Foundation
View a side-by-side comparison of the two approaches to supporting a cause.
Ways to Give
There are many ways to give through the Community Foundation. Here are some of the most common methods.
Charitable Gift Annuities
A simple, flexible giving option: Receive annual income while supporting the causes you care most about.
Planned Giving Overview
The Community Foundation can help your clients find the best fit for their philanthropic goals.
Why the Community Foundation?
The foundation manages funds that make our communities better every day.
Who we work with
PLAN and Legacy News
The team at the Community Foundation is a resource and sounding board as you serve your philanthropic clients. News and updates are provided for informational purposes and not intended as legal, accounting, or financial planning advice. Please check blog posts dates, particularly on pieces that involve pending legislation, which can change rapidly.
Honoring Sally’s Legacy New Legacy Fund at CFA Supports Efforts that Brighten Lives Like time …
Donation Will Support Community Building, Early Childhood Education in Perpetuity In 2019, the Community Foundation …
Our Investment Approach Embracing Best Practices and Meeting Long-term Objectives The Community Foundation believes that …
How We Support Your Client Relationships When your clients want to have a lasting impact …
QCDs: Good news and important reminders Qualified charitable distributions, or “QCDs,” have been in the …