Our superpower: collective generosity
We are a compliment to direct giving, not a substitute. Whether your clients are certain of their charitable course, or still finding their way, what we have to offer is unique. We are a consultant to living donors — some establish Funds with us; others give to pooled Funds targeting critical local needs — and a watchdog for donors who have passed away and wish to leave a legacy.
An experienced team with a bird’s-eye view
Your clients have dreams and resources, but their time is precious. They want to invest in causes they care about, but may not know which programs are most effective, most needed, or most likely to be around in 20 years. We conduct more than 200 site visits annually with local charities. As a result, we know where there are gaps, opportunities, urgent needs, looming issues, new ideas and great leaders.
Meet our TeamHow We Work with Advisors
Advisor’s Toolkit
A laser focus on client satisfaction
We are the top-ranked community foundation in the country on more than half of the key measures of donor satisfaction and impact, according to a comprehensive survey conducted by the nonprofit Center for Effective Philanthropy. Taking exceptional care of your clients, and their plans for giving back, is what we are all about.
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“The Foundation is a terrific resource for local families that want to give back, as well as for their advisors.”
Jennifer A. Morse, Morse & Brooks, A Professional Law Corporation
A track record of excellence
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With 75 years of collective in nonprofits and giving, our staff has structured and executed more than $300 million in complex gift and grant transactions in recent years. Guided by an exceptional Board of local leaders, we are proud to meet or exceed all of the rigorous National Standards created for Community Foundations.
total gifts since inception
referred by professional advisors
our rank on donor satisfaction
"We rise by lifting others."
Robert Ingersoll