Companies and trusts

As a wealth advisor, you have an opportunity to help your clients achieve their philanthropic goals as effectively as possible.

The Community Foundation provides a vehicle through which individuals, families, trusts and companies can make gifts -- current or deferred -- to establish charitable funds to benefit the community. Click here to read about our Managed Community Funds.

The Foundation provides donors with all administrative services related to the fund, including tax documentation, record keeping of all fund activity and investments, and grant distributions to charities.

If you’d like to know more, please contact us.

A fund at CCF works just like a charitable trust without the hassle of appointing trustees, handling investments and dealing with correspondence.