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The Foundation and its Planned Giving Center is skilled in working with professional advisors whose donors have multi-faceted objectives and complex gift situations.
As your partner in charitable giving we know that we can help achieve success for you, for your clients and for the community.
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We understand that your clients sometimes prefer to remain anonymous. We are glad to work directly with you on their behalf. Many of our relationships with professional advisors begin this way.
Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the Foundation, we want to hear from you. No question is too simple or complex for us. If we don't have the answer on hand we will find it for you.
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We can customize charitable giving opportunities to meet the needs of your clients. We understand how to help you communicate the benefits of a particular strategy, so that your clients can make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.
Call on us for assistance in establishing a fund, selecting an investment strategy or setting up an effective grant-making program. Many individuals, corporations, and nonprofit organizations decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.
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Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our Board of Directors is comprised of a cross-section of leading members of our community, who volunteer their time and energy to the governance and stewardship of your community foundation. They work hard to maintain high donor confidence about proper management of charitable gifts.
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If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff who cares about them and their needs.
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E-mail Randy Balogh, Philanthropic Services Director, or call him at (831) 477-0800 ext. 202 to schedule a private appointment.
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