Tailored Solutions for Charitable Giving

Charitable Giving Made Simple for Your Clients

Every donor has unique goals and priorities when it comes to charitable giving. That’s why the Community Foundation offers flexible solutions to help donors make a lasting impact on the causes they care about. Whether your clients are looking to establish a fund, explore estate planning options, or give in tax-efficient ways, we’re here to help.

Our services prioritize donors who live and give within our service area, including Hamilton, Fairfield (City and Township), and the greater Ross community. Below is a snapshot of some of our most commonly requested services.

Our Services for Clients of Professional Advisors

Creation of Named Funds

A Named Fund provides donors with a flexible way to support the causes they care about. Whether it’s a Donor-Advised Fund, Designated Fund, Scholarship Fund, or more, each fund is customized to reflect the donor’s intentions and charitable vision.

Estate Planning Support

Through our Legacy Society, we help donors simplify their estate giving. With a fund at the Foundation, they can update their gift intentions at any time—without modifying legal documents—while ensuring long-term oversight of their charitable legacy.

Charitable Planning

Some donors know exactly where they want to give, while others are still exploring their options. Our team specializes in helping donors identify their passions and develop a personal giving plan. Clients can get started with our “Creating Your Own Personal Giving Plan” booklet—available for download or delivery upon request.

Gift Facilitation

For donors who wish to contribute stock or other assets, we facilitate the transaction on behalf of local nonprofits that may not have the infrastructure to accept complex gifts. This allows donors to give in the most tax-efficient way while ensuring their gift benefits the organizations they care about.

QCD (Qualified Charitable Distribution) Processing

Managing multiple QCDs can be cumbersome. The Foundation can facilitate and distribute QCD gifts to multiple organizations on behalf of a donor—reducing paperwork and simplifying recordkeeping for both the donor and their advisor.

Support for Complex Giving

If your client is considering charitable trusts, annuities, life estates, or other complex giving strategies, our team can help navigate the options and determine the most appropriate solution for their financial and philanthropic goals.

Let’s Work Together

We are committed to making charitable giving easier and more impactful for your clients. Contact our donor services team to learn more about how we can support your work and help your clients give with confidence.