Partnering For Good
The Greater Washington Community Foundation supports our professional advisor community in helping their clients achieve their charitable goals.
We work with you to identify ways to maximize both the tax benefits of your clients’ charitable giving and the impact in our communities.
As your partner in giving, we offer your clients the simplicity and tax advantages of a public charity with the personal recognition, involvement, and flexibility of a private foundation.
Professional Advisors Brochure:
As you converse with your clients on their philanthropic goals, use our Professional Advisors Brochure as a resource to help guide ideas and strategies.
Bequest Language:
Is your client interested in establishing a fund or leaving a gift to The Community Foundation through their estate plans? Use this sample bequest or beneficiary designation language as you complete your client's legal instruments.
Boost Your Client’s Legacy Through an Endowment!
Is your client looking to make a bigger difference? Through a permanently endowed fund, your client’s money can do more good than they ever thought possible.
Check out our endowment calculator to see what their investment can accomplish over time!
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Create a Legacy
Planned Giving helps your client meet their personal, financial, and estate planning goals, while also guaranteeing their legacy of giving for future generations.
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Forms & Resources for Professional Advisors
Looking to take your clients philanthropy to the next level? Explore our forms and resources for professional advisors
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Tax-Savvy Giving to Help Your Client
The Community Foundation offers a wide range of vehicles to help your client create impactful charitable giving.
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Meet Our Professional Advisor Council
Our Professional Advisor Council consists of estate planning and wealth advisors from across the Greater Washington region. It allows members to network and share their expertise and ideas on how to strengthen philanthropy in our community.