Your clients' goals are our priority, too
Whether you are an attorney, estate planner, accountant, or financial advisor, you always have your clients' best interests at heart. So do we. For more than 50 years, we have worked hand in hand with our region's advisors as an extension of their teams, helping clients reach their philanthropic goals at every stage of life.
Helping your clients' giving go further
Personalized, cost-effective service
Tax-smart giving solutions matched to your clients' interests, tax planning and family needs, with resources for advisors at no cost to you.
Respect for your role
As your clients' trusted advisor, you stay at the center. Our goal is to equip you to meet their financial and philanthropic goals.
A wide range of gifts
Cash, stock, life insurance, real estate, closely held businesses, and other non-cash assets, plus private foundation terminations.
Investment expertise
Our partnerships with Spider Management Company and FEG provide a mature, well-diversified portfolio with a strong performance record.
Simple set-up, lasting intent
Concise fund agreements often completed in one brief meeting, 24/7 fund access for clients, and donor intent carried out in perpetuity.
"I frequently work with clients to develop strategies for transferring wealth, and when I do, the Community Foundation is there to fill a key supporting role in the handling the complex gifts that are often a part of these strategies."
Farhad Aghdami
Partner, Williams Mullen
When to start the conversation
Seven moments when charitable giving can serve your client well.
"The Community Foundation adds real value for charitable clients focused on local impact in the Richmond region."
Ernesto Sampson
Financial Advisor, Ameriprise
More for advisors
How we compare
How a fund at the Community Foundation compares with a private foundation or a commercial gift fund, plus answers to common questions.
Advisor Resources
Conversation guides, fund summaries, sample bequest language, and more.
Let's work together
Tell us about your client's goals. We are happy to meet with you together to determine the best solution for their situation.
Connect with our team
Tell us what you need and we will route your message to the right person.