Professional Advisors

Professional Advisors

NEW!! Check out our newly revised Professional Advisors eResource. Here you will find everything you need to assist your clients in achieving their philanthropic goals.

We help connect people to the causes they care about most. When your clients give through their community foundation, they…

Receive personalized service: We work closely with you and your clients to develop a giving approach that matches their personal interests and tax planning needs. We can help integrate charitable giving within estate and financial plans, establish Donor Advised or other funds named for your clients, facilitate anonymous giving, and assist with even the most complex gift instruments.

Gain local grantmaking expertise: Our foundation's staff and volunteers monitor all areas of community need - including social services, education, the environment, health care, youth, seniors and the arts. We can help your clients learn more about local organizations and programs that make a difference in the areas they care about most

Support community leadership: Because community foundations support all kinds of charities, we are well positioned to bring people and organizations together, convening diverse voices to address local issues and opportunities. Our business is building community.

Not quite sure how to broach the subject of charitable giving with your client?  The Hamilton Community Foundation has created a 'how to' video that provides situation examples.  Click HERE to view it.

Charitable Giving Directory: A guide to gift and estate planning, financial planning, Professional Advisors and Charitable Organizations.

Professional Advisors eResource: Helping you and your clients with charitable giving




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