Benefits of Partnership with the Community Foundation

By partnering with the Community Foundation, professional advisors like you can help your clients fulfill their charitable goals. As your partner, we can help you provide a full range of charitable services to enhance your client relationships.

How We Can Help:

You remain the trusted advisor for your client’s philanthropic goals. We’re here to help you provide current information on philanthropic options and we are a single point of contact for philanthropic questions or conversations.

Your clients can donate a variety of assets. We accept and issue charitable donation receipts for a wide variety of assets, including cash, securities, insurance, either as current gifts or as part of an estate plan. We can also facilitate donations to other charitable organizations that do not have the infrastructure or experience to receive donations of securities in-kind.

We will provide you and your clients with charitable giving expertise. Serving our community for over twenty-five years, we provide a valuable service to your clients. We off flexible options to suit your clients’ giving, the benefits of pooled investing, and whatever level of anonymity or recognition is preferred.

We are your single point of contact to access community knowledge. As a direct result of our community knowledge and granting process, we are aware of both the critical and emerging needs in Kingston and area. This allows you to help your clients make the most effective choices for community support.

Charitable giving is a proven way for your clients to connect across generations. When you help families create a Donor Advised Fund, you can stay involved with the family for generations.

❱ Professional Advisors

❱ Benefits of Partnership

❱ Tools and Resources