Blue Grass Community Foundation welcomes the opportunity to partner with you to help your clients achieve their philanthropic goals. Over the years, financial advisors, attorneys, accountants and insurance professionals have found there are many benefits to working with the Community Foundation.
Importantly for financial advisors, you continue to manage your clients’ assets, while helping them meet their tax and charitable goals. Our task is to help your clients realize their vision for giving by establishing and administering charitable funds to meet their unique needs.
You and your clients have immediate access to a staff of professionals who have in-depth knowledge of the community and more than 30 years of experience handling charitable investments to improve the quality of life in our region.
The financial and tax advantages of charitable giving are almost immediate. And the community good that results creates a lasting legacy.
Options for your clients
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