The Foundation as a Resource
We are eager to talk with you about how the Foundation can be a valuable resource to you and your clients. And we encourage you to call when you consider advising your client to establish a fund with the Foundation. Our conversation will help us to fully understand your client’s wishes and fulfill these goals in the best possible way.
Experts in financial planning and wealth management find many advantages to partnering with the Foundation. Our knowledge of our region and its needs helps donors match their passions with causes and organizations that deserve their support. And our variety of giving options and funds appeals to people who seek a meaningful and effective way to enhance their community.
We welcome the opportunity to speak with you. Contact Kelly Stimson, director of donor services.