Supporting Your Clients. Strengthening Our Community.
Collaborating to Serve Your Clients Better
For professional advisors, the Hamilton Community Foundation, and our affiliates serving Ross and Fairfield, are your trusted partner in charitable giving and planning for your clients.
We provide access to expert guidance on philanthropic tools, trends, and local nonprofit opportunities. Our goal is to help you support your clients in making the most of their charitable giving, ensuring their generosity has a lasting impact. From estate planning to gifting appreciated stock, partnering with us gives you and your clients access to expert charitable guidance—at no cost.
Why Partner with the Community Foundation?
Advisors have shared that working with the Community Foundation not only enhances the service they provide to their clients but also simplifies their work. Here’s why:
Expert Guidance & Tailored Giving Solutions
We work alongside you and your clients to identify the most effective charitable giving strategies, ensuring tax-wise solutions that align with their financial and philanthropic goals. Whether it's traditional giving, complex assets, or advanced charitable tools, we’re here to help.
Flexible Gift Acceptance & Facilitation
Our Foundation is equipped to accept and facilitate donations of closely held stock, real estate, and other complex assets—helping your clients support the causes they care about without requiring their own infrastructure. Additionally, we can distribute a client's Qualified Charitable Distribution (QCD) to multiple organizations as needed.
Easy Access Through Our Online Portal
Clients can manage their charitable giving with ease through our online portal, where they can view fund details and history. Donor Advised fundholders can also request grant distributions directly from the platform.
Option to Keep You as the Investment Advisor
We value your trusted relationship with your clients. That’s why, for significant accounts, we offer an option for financial advisors to continue managing their clients’ charitable assets upon donor request.
Low Administrative Fees
Our fees are intentionally kept competitive and low compared to other full-service charitable organizations, ensuring that more of your clients' dollars go directly to the causes they care about.
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Customized Presentations for Your Team
We’re happy to meet with you and your team to share how the Community Foundation can support your clients\' charitable giving goals. Whether it\'s a casual lunch-and-learn or a more formal presentation for your entire office, we’ll tailor the format and content to fit your needs. We can provide a broad overview of the ways we can assist your clients or dive deeper into a specific charitable giving topic of your choice.
Client Consultations
We’re here to support you in guiding your clients through their charitable giving options. Whether you’d like to meet one-on-one or have us join a conversation with your client, we’re happy to help. We take the time to listen, understand their goals, and work with them to create a giving plan that aligns with their values. From tax-smart strategies to long-term philanthropy, we provide expert guidance to make their charitable giving meaningful and effective.
To schedule a presentation or client consultation or learn more, contact our donor services team.
