Financial Advisors | Community Foundation for Kingston & Area

Serve the Community

The Foundation can work with you and your clients to set up a named charitable fund – an investment that benefits the community year after year and creates a legacy.

How We Help

Why Introduce the Community Foundation in Client Conversation?

The Community Foundation helps financial advisors strengthen client relationships by aligning wealth with values. With local expertise, transparent stewardship, and lasting impact, we make it easy to integrate philanthropy into your clients’ financial plans.

1. Create a Legacy That Reflects Personal Values

Help your clients turn their personal values into lasting community impact. By weaving philanthropy into estate or tax planning, clients can create a legacy that speaks to who they are, and what they care about most.

2. Strengthen Client Relationships Through Purposeful Planning

Engaging clients in conversations about their charitable interests shows a genuine investment in their goals, not just their assets. These deeper conversations foster trust and long-term loyalty.

3. Support Clients with Local, Tailored Giving Solutions

The Community Foundation offers highly personalized giving options that reflect the specific needs and opportunities within Kingston and Area. This ensures your clients' contributions are both meaningful and relevant.

4. Provide Clients with a Trusted, Neutral Philanthropic Partner

In a landscape of competing charitable asks, the Community Foundation serves as a neutral, community-centric, non-sales-driven partner, allowing your clients to explore their giving options without pressure.

5. Ensure Long-Term Family and Friends Engagement

Philanthropic planning encourages involvement from spouses, friends, and future generations, often creating shared purpose across families and fostering ongoing connections with your services.

6. Build Confidence Through Accountability and Transparency

The Community Foundation’s commitment to transparent reporting and careful stewardship builds donor confidence. You can feel secure knowing your clients’ gifts will be managed responsibly.

7. Maximize Impact Through Strategic Granting

With deep roots in the community, the Foundation directs funds to where they’re needed most, across a broad range of sectors. This ensures your clients’ generosity reaches its full potential.

8. Offer Clients a Perpetual Impact

Through an endowment model, gifts are preserved and invested to generate ongoing returns. This ensures your clients' generosity supports the community not just today, but for generations.

9. Unlock Tax-Effective Giving Opportunities

Work with the Foundation to help your clients reduce tax burdens while supporting causes close to their hearts. Transform tax obligations into meaningful community contributions.