Professional Advisors

With more than two decades of experience in philanthropy, we help generous individuals, families and groups create positive change through their giving.

Your clients depend on your expertise, and you serve them with great care.

We share those values and take the same approach in helping individuals and families determine how to include philanthropy in their financial planning. Rose Community Foundation works with you to create impactful, flexible effective philanthropic strategy for your clients. We provide resources and programs specifically for professional advisors so you can enhance and deepen your client relationships.

Expertise

We are knowledgeable about all aspects of charitable giving including community issues, complex gifts, estate planning, vehicles for giving, and the impact of philanthropy on tax planning or retirement. Our staff is experienced in facilitating conversations with families around philanthropic mission, vision, values and multigenerational giving.

Legacy Planning

We support donors in creating planned gifts, helping them leave a charitable legacy for both their family and their community. We can work with your clients to help identify their values and craft a meaningful legacy.

Gift Acceptence

In addition to accepting gifts of cash or stock, we manage gifts of complex assets and planned gifts. Most funds can be established with a single governing document and are operational within a day of opening.

Previous slide

Next slide