Professional Advisors

10 reasons to partner with Galesburg Community Foundation

Comprehensive Client Services. Galesburg Community Foundation offers a wide range of charitable giving options, enabling you to provide more holistic solutions that align with your clients’ financial and philanthropic objectives.
Expert Philanthropic Guidance. Our philanthropic expertise can help you gain insights into effective giving strategies, tax implications, and impact measurement.
Tax Efficiency. We can assist you in structuring charitable contributions to maximize tax benefits for your clients, enhancing their overall financial planning.
Customized Solutions. You can work with the Community Foundation to create tailored giving plans that reflect your clients’ charitable interests while fitting within their financial plans.
Time Savings. We handle administrative tasks related to charitable giving, saving you time and allowing you to focus on other aspects of financial planning.
Legacy Planning. You can help your clients create lasting legacies by integrating endowed funds and planned giving strategies facilitated by the Community Foundation.
Enhanced Client Relationships. Offering philanthropic guidance can deepen your relationship with your clients, who will appreciate knowing you understand and can help them fulfill their broader life goals.
Ethical and Social Responsibility. Incorporating philanthropy aligns with the growing emphasis on ethical and socially responsible financial practices.
By offering philanthropic services through Galesburg Community Foundation, you can differentiate yourself in a competitive market and attract clients seeking comprehensive financial planning.
Personal Fulfillment. Helping clients achieve their philanthropic goals can be personally fulfilling, allowing you to make a positive impact beyond financial matters.

“I’ve noticed in my estate planning practice that clients interested in gifting often plan to give to a national organization simply because they are unsure of gifting options at the local level. They have a desire to give locally, but they do not know where to start. Galesburg Community Foundation is terrific at helping our community understand how they can have an impact locally long after they are gone.”

– Brian Peterson, Attorney

Your partner in philanthropy

Whether you’re an attorney, estate planner, accountant, or financial advisor, you always have your clients’ best interests at heart. So do we. We work with you to create giving strategies that are meaningful, tax-wise, and effective for your clients. We handle all the administrative work so you can focus on building relationships and meeting the financial and charitable needs of your clients.

Let's connect

For more information about how Galesburg Community Foundation can help you meet the financial and charitable needs of your clients, call Sarah Grant, Director of Development, at 309.344.8898.

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