We can help you achieve more for your clients.

When an individual or family begins to consider charitable giving, their trusted financial advisors are often the first to be consulted. We respect the relationships that you have developed with your clients and are available to complement the services you offer. The foundation works collaboratively with you to connect your clients to the issues and causes they most care about, to help them establish a philanthropic legacy that fulfills their charitable goals while ensuring maximum tax advantages.

• We know the players. If your client has questions about the nonprofit community, you can rely on us for our knowledge of Delaware County and its needs.
• We listen. Nothing is more important than truly understanding what you and your client wish to accomplish.
• We tailor our services to your needs. Whether you have just one question or would like a deeper discussion, we can be a resource for you and your client. We can work behind the scenes to assist or meet with you and/or your clients directly.
• We have a trusted Professional Advisors Council. About one dozen professional advisors – including estate planning attorneys, financial advisors, and CPAs – have joined our Professional Advisors Council to impart their advice and networking support to the foundation.