Why Partner with The Foundation?

Your clients already have lawyers, accountants and investment advisors. For many of them – especially those with complex business needs – each advisor plays an important role on the professional “team.” But many clients (and advisors) benefit enormously from the addition of one or more players to the roster.

The Center for Philanthropy team has skills that complement those of the other professionals who provide advice on legal, tax and financial matters. Particularly if your clients already give to charity (but even if they don’t), connecting with an advisor at the Community Foundation can help them create a thoughtful, tax-smart giving plan to make a meaningful impact on the causes they care about. 

Six Reasons to Connect Your Clients with the Center for Philanthropy

The Center for Philanthropy team brings expertise that complements the legal, tax and financial guidance you already provide. Whether your clients are active givers or just beginning to think about charitable planning, partnering with the Community Foundation can help them build a thoughtful, tax-smart giving strategy — one that creates real impact on the causes they care about most.

1. Deep knowledge of giving vehicles and strategies. Charitable giving can be complex, and the right approach looks different for every client. The Center for Philanthropy team is well-versed in the full range of options — from donor advised funds and family foundations to charitable remainder trusts and charitable lead trusts. Advisors work alongside your clients to evaluate the choices that best fit their goals and help them make informed, confident decisions.

2. Expertise in the issues and organizations that matter to your clients. Unlike many financial service firms that offer donor advised funds, the Community Foundation is staffed by people who are deeply knowledgeable about the nonprofits and causes shaping our region. Whether a client is passionate about education, the arts or environmental conservation, the Center for Philanthropy can help them vet organizations and give with greater intention and confidence.

3. Meaningful connections within the community. The Center for Philanthropy team is embedded in the fabric of northwest Ohio. Through one-on-one meetings, donor events and nonprofit site visits, advisors can help your clients engage with organizations doing innovative work — and connect with like-minded donors and community leaders. Clients may also discover opportunities to participate in funder collaboratives and other structured networks tackling specific community needs.

4. A thoughtful approach to goals and values. Writing a check is straightforward. Building a giving plan that reflects your clients' deepest values and vision for change takes more. The Center for Philanthropy team is experienced at helping people articulate what matters most to them and how those values can shape a meaningful philanthropic strategy. From crafting a personal values statement to setting a budget and choosing impactful approaches, advisors help clients move from intention to action.

5. Support for families giving together. For many people, philanthropy is a multigenerational journey — one they want to travel alongside the people they love most. Conversations about money and family legacy aren't always easy, and the Center for Philanthropy team is skilled at facilitating exactly those discussions. Advisors help families reflect, align around shared values and make giving decisions together in ways that strengthen relationships and deepen impact.

6. A partner in keeping giving a priority. Life is busy. Amid competing demands, charitable giving can easily slip to the bottom of the list. The Center for Philanthropy team helps your clients stay organized and engaged — making it easier to follow through on their philanthropic goals and keep their giving moving forward.