Professional Advisor Services
Kosciusko County Community Foundation
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
Access a variety of tools such as Deduction Calculators and Charitable Tax Reference Documents in our learning portal.
Resources & Policies
Find valuable resources, sample fund agreements, and our policies regarding administrative fees, donations, spending, undistributed grant funds, and more.
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
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.
Our Professional Advisor Services
Let Us Help You Accomplish Your Goals
Join Us in Strengthening Our Community
Get Involved and Make a Difference
Explore how you can get started today.
Your involvement can make a lasting impact. Whether you’re interested in donating, establishing a fund, or participating in our events, there are many ways to contribute to the betterment of Kosciusko County.