Professional Advisory Services

Why Partner with the Community Foundation?

For over 40 years, we have been collaborating with attorneys, CPAs, and financial advisors to support your clients in reaching their charitable giving goals. Trust is at the heart of your relationships with clients, and they expect the same level of trust from the individuals and organizations helping fulfill their philanthropic intentions.

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partner with us

Offer clients personalized, impactful giving strategies

Here’s why it’s a smart choice:

Legacy Building

Assist clients in creating lasting legacies through planned giving.

Stronger Relationships

Strengthen client connections by supporting their philanthropic goals.

Maximized Impact

Help clients amplify their charitable impact through community-driven initiatives.

Effortless Administration

The Community Foundation handles all administrative tasks, freeing advisors to focus on broader financial planning.

Customized Solutions

Provide flexible options like donor-advised funds and planned gifts tailored to clients' values and goals.

Expert Guidance

Access local knowledge and expertise to help clients make informed charitable decisions.

By partnering with the Community Foundation, advisors can offer meaningful solutions that align with financial and philanthropic goals.

Subscribe to our Professional Advisor Newsletter

We are committed to letting you know about trends and developments that may impact your clients’ charitable giving strategies. To sign up for our free monthly e-newsletter to receive updates.

tools & Resources

Services for Meaningful Impact

At Boreal Waters Community Foundation, we specialize in planned giving, donor services, and grantmaking. We partner with professional advisors to support your clients in creating personalized giving plans that maximize tax savings, reduce administrative burdens, and make a lasting impact. Our team helps navigate the giving landscape, vet nonprofit organizations, and identify the best strategies to meet your clients’ charitable goals. We offer support with:

Donor-Advised & Endowed Funds

Help your clients create flexible donor-advised funds or establish designated, field-of-interest, or organizational endowed funds to support causes they care about.

Scholarship Fund

We guide the creation and administration of scholarship funds that can honor a legacy and support students for years to come.

Charitable Trusts

We serve as trustees for charitable remainder and lead trusts, offering your clients options for giving while providing income or estate benefits.

Asset-Based Giving

Facilitate the donation of appreciated securities, real estate, life insurance, and other non-cash assets with potential tax advantages.

Will & Bequest Planning

We offer sample language and guidance to help your clients include charitable gifts in their estate plans.

Nonprofit Vetting & Giving Strategy

We help your clients make informed giving decisions by providing insight into trusted, effective nonprofit organizations in our region.

Fund Management & Transparency

Clients receive clear, accessible fund statements and regular updates on the impact and performance of their contributions.

Administrative Support & Fees

Transparent annual service fees to support the management of your fund.

View fees PDF

Investment Strategy Guidance

Learn how we grow and manage your fund with a focus on your goals.

View investment strategy PDF