Community Trust Foundation

Professional Advisors:
Help your clients give smarter.​

The Community Foundation provides a simple, powerful, and highly personal approach to giving. It exists to help people easily and effectively support the charitable organizations and causes they care about—during their life or through their will.

Partnering with You

When your clients want to have a lasting impact on their community, we can help you execute their philanthropic intentions. We work closely with you to develop or enrich the charitable giving strategies that match your client’s personal interests and tax planning needs.

We offer:

Community Trust Foundation

Customization of Clients Legacy Wishes

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Freedom for Clients to Choose Their Own Investment Managers

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Local Giving Expertise

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Tax Benefits

Community Trust Foundation

Resources

Sample Bequest Language

Private vs. Community Foundation

Create Expectancy Files

Donating IRA to CTF

WV State Tax Credit Program

MD State Tax Credit Program