The Phelps County Community Foundation is ready to support your work with clients. At no cost to you or your clients, we can:
- Consult with you and your clients on ways the Community Foundation can help them meet their charitable and financial goals.
- Provide printed materials about giving through the Community Foundation, including information on a variety of fund types and giving strategies.
- Offer strategies for discussing charitable giving with your clients.
- Send a quarterly e-newsletter with timely information on giving vehicles, tax updates and other issues of importance to you and your clients.
- Handle the transfer of appreciated securities, life insurance and other complicated assets.