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Advisor Benefits

The Community Foundation is your partner in giving by working with you to help bring your client’s charitable intentions to life. With more than 30 years of experience in creating and managing funds, we can help your client build a lasting, personal, and unique legacy that provides long-term community support.

Laura McCullough

Questions? We're happy to help.

Laura McCullough
Director of Philanthropic Services
301.695.7660
Email Laura

We’re Here to Help

Often, your clients have a clear vision of how they want to make a difference in the community, now as well as after they are no longer living by supporting a favorite charity, providing scholarships, or helping their faith-based organization. But what about the clients who want to do something meaningful, yet don’t know where to start in realizing that dream? Or clients who haven’t given their legacy any thought, yet find themselves with the ability to be charitable for a variety of reasons? We can help.

The Benefits of Partnering With Us

  • We are not affiliated with any specific organization or cause. Your client’s cause is our cause.
  • We offer creative ways to give, both now and later, through a variety of fund types as well CRUTs, CRATs, CRTs, life insurance policies, IRAs, gifts of real estate, and more.
  • Our professional staff is a powerhouse of charitable giving expertise, and our services are provided at no charge to both you and your client.
  • We have more than 30 years of experience, and an excellent reputation for transparency, confidentiality, and trustworthiness.

Create Your Legacy PDF cover

"Create Your Legacy, Your Guide to Charitable and Planned Gifts" contains information about a variety of gift plans. Download the Create Your Legacy brochure or contact us for a complimentary printed copy.

Our Legacy Webpages

We are pleased to offer a variety of resources through our Legacy website pages. Here are some of the resources you’ll find there:

Advisor Tools & Resources

 

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