Giving & Investing

Professional Advisors

Partnering to Support your Clients’ Philanthropy

Professional Advisors
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can help your clients achieve financial, personal or business goals. Attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors are our valued partners in charitable giving.

Our goal is to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice. We have an outstanding reputation for integrity and service to donors. As your partner in charitable giving we know that we can help you achieve success at multiple levels: for you, for your clients and for the community.

The Community Foundation recognizes professional advisors in a variety of fields who have helped clients achieve their charitable objectives through the Community Foundation through the Door Opener Society.
Richard Harpe“The Community Foundation for Northern Virginia is a great organization. My clients are aware of what the foundation does for the local communities and providing assistance to those who are in need. This makes it an easy “sell” to them when discussing charitable gifting and organizations to gift to. The Community Foundation for Northern Virginia is always part of these discussions.”
— Rich Harpe, Tax Managing Director, Private Client Services, Member, Door Opener Society

We’ve provided some information and tools to assist you and your clients to better understand charitable giving options at the Community Foundation.
Giving Options for Clients Toolbox for Professional Advisors

Experience

We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.

Permanence

Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.

Economical

If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff person who cares about them and their needs.

Convenience

Call or email us about any aspect of charitable giving. At your convenience we will arrange a meeting and begin the discussion around philanthropy goals. If your client(s) prefer to remain anonymous we will work directly with you on their behalf. Contact us today explore an option or discuss a client situation. Even if this does not result in a charitable gift through the foundation, we look forward to talking with you.

We sincerely want to be your partner in meeting the charitable giving needs of your clients. If you have questions and/or want to arrange a meeting with our staff, please contact us.