For more than 30 years, legal and financial advisors in this region have found the Community Foundation to be a trusted resource - providing services, tools and resources that enhance their ability to meet clients' charitable needs.

Your clients give for many reasons and want to achieve a number of goals through philanthropy. This website is intended to be your "one-stop shop" for charitable giving tools to assist them. 

Here you will find information about simple bequests and complicated giving strategies; how to identify charitable interests in your clients; and ways to talk with them when you do. We will tell you about upcoming professional development opportunities, keep you abreast of changes in your field with interesting articles, and all about the latest planned giving techniques.  Please tell us how we can serve you better.

Planned Giving Tools
 Whether it’s information about charitable gift annuities, tax news from Washington, continuing education seminars on the ABC's of planned giving, or the latest tools for assessing gift asset implications, you need to stay on top of the latest developments. Our virtual Planned Giving Design Center^SM combines "tried and true" research archives with state-of-the-art gift calculators and articles to help you serve your clients. Register for free today and start receiving the latest tax and estate planning news. Enter here.

In their own words...

Nannette Nocon, nationally recognized financial planner, practices at home what she recommends to her clients. 
 Nannette and her husband Karl Wessendorf have a Charitable Checking Account^SM  at
 Rochester Area  Community Foundation. 

Learn more about the types of funds you can help your clients establish