As a professional advisor, you can help your clients realize their charitable objectives by listening for charitable giving opportunities, explaining the options, and suggesting solutions. Giving opportunities often arise when your clients are making major decisions in their lives whether it be business, personal, and/or financial.

The Community Foundation of Marshall County can work with you and your client to recommend the best charitable solution(s) to meet their philanthropy goals including but not limited to:

Establishing a Donor Advised Fund allows your client to make a gift through the Community Foundation of Marshall County and remain actively involved in suggesting uses for their gift. They can work with the community foundation’s professional program staff to suggest ongoing uses for the fund – targeting the issues they care about. Grant awards are issued to charities in the name of the fund (or anonymously if they prefer).
Establishing a Designated Fund allows your client to support the work of a specific nonprofit organization – a church, charitable cause, civic organization. Because it’s given through the Community Foundation of Marshall County, your client’s gift will provide the organization they select funding as well as planned giving, investment management services and the power of endowment. Nonprofit organizations can also establish a Designated Fund or agency endowment through the Community Foundation of Marshall County. This is a simple way to build an endowment to create sustainability for the nonprofit organization.
A Field of Interest Fund allows your client to target their gift to address needs in a specific area of the community – arts, health services, youth, conservation. They identify their personal area of interest when making their gift and the Community Foundation of Marshall County Board awards grants to community organizations and programs that are making a difference in the area designated. The gift stays flexible enough to meet community needs in the interest area – even as needs change.
In creating a Scholarship, your client invests in their community’s future and shows students that they care. The Community Foundation of Marshall County provides the expertise to help your clients meet their personal goals and awards Scholarships to deserving students. Their gift can help students of all ages to achieve their dreams.