ADVISORS

Estate planners, financial planners, attorneys and other professional advisors often discuss the benefits of charitable giving with clients. How do you know the needs in the community or what charitable causes or organizations are addressing them? That's where we fit in.

 

As a community foundation, we can help your clients give to the issues they care about the most while taking advantage of federal and state tax benefits. We also help integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.

 

WE WORK THROUGH YOU

You stay in control of your client relationships; we're here to help you serve your clients'

charitable giving needs.

 

WE PARTNER WITH YOU

We provide support, information, and expertise around charitable giving options; think of us as your own planned giving center.  We help you build stronger relationships by working together to help increase tax advantages for your clients and deepening the charitable impact of their gifts.

 

“ The Community Foundation of Jo Daviess County provides an invaluable tool in drafting estate planning documents as it provides an easy to use conduit through which to give charitable contributions and it provides one’s clients with many avenues through which to give.”

Mary Vincent, Attorney

Vincent, Roth, Toepfer, & Leinen, P.C.