Professional Advisor Services
Our commitment to you.
You are committed to providing your clients expert financial or legal advice. We are committed to providing you with the tools and resources you need when your clients’ goals include charitable giving.
We provide online tools, sample fund agreements, and continuing education workshops for your benefit as you work with clients. We also welcome you to sign up for our e-newsletter to stay in the loop with relevant news and events.
Professional Advisor Resources
Professional Advisor Resources
Access a variety of tools such as Deduction Calculators and Charitable Tax Reference Documents in our learning portal.
Resources & Policies
Resources & Policies
Find valuable resources, sample fund agreements, and our policies regarding administrative fees, donations, spending, undistributed grant funds, and more.
Sample Fund Agreements
Sample Fund Agreements
Here you’ll find fund agreement templates, drafted by our legal counsel, for every type of charitable fund. Use these templates to help your clients create the funds that will help them achieve their charitable dreams.
Fund List
Fund List
The funds held by the Community Foundation are as varied as the donors who establish them and are truly a reflection of our mission to “make donor dreams shine.” Take a look at our list of funds to see what we can offer your clients.
Philanthropic Round Table
Professional Advisor Recognition
We are grateful to the many professional advisors: attorneys, trust officers, accountants and financial planners who help connect their clients to the Community Foundation in order to realize their charitable dreams. We extend our sincere thanks to the following advisors for facilitating gifts to the Community Foundation:
Alan Alderfer
Mike Armey
E. Lee Bazini
Michael Bergen
Jack Birch
Tim Bloom
George Buckingham
George Bumbaugh
James Butts
Neal Carlson
Ron Cassedenti
David Cates
Bob Condon
Kevin Deardorff
John Elliott
David Findlay
Thomas Fink
Craig Finlayson
Chris Frazzetta
Joseph Gaafar
Bob Gephart
Richard Green
Laura Hansen Dean
Phil Harris
Richard Helm
Lee Heyde
Martin Hillery
Becky Hillyard
Robert Hines
Duane Huffer
Pamela Jones Davidson
Laura Kaufman
Tammy Keirn
Jeanine Knowles
Joanne Kolbe
Dana Krull
Mike Kubacki
Vern Landis
Jay Lavender
Dan Leininger
Andy Lewis
Peggy Michel
Rick Morris
Ralph Naragon
Rick Pearl
Stan Pequignot
Mark Piazza
Max Reed
Rex Reed
Paul Refior
Jay Rigdon
Charles Roemer
John Sadler
Christine Sands
David Sands
Al Schlitt
Mike Shade
Steve Snyder
Larry Stanley
Paul Stoelting
Margaret Sturm
Craig Tidball
Teresa Tracey
Mike Valentine
Jim Walmer
Wayne Walston
Sally Wilson
Scott Wolfrum
Jerry Yeager