Philanthropy & Giving
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As a trusted professional advisor, you have the unique opportunity to guide your clients through some of life’s most pivotal moments. In these important conversations, you’re able to uncover what truly matters to them—their passions, values and vision for the future, including their desire to make a difference through charitable giving.
The Cleveland Foundation is here to empower you with tailored strategies that seamlessly integrate philanthropy into your clients’ financial plans, ensuring their legacy aligns with both their financial and charitable goals.
Why Partner with the Cleveland Foundation?
As your client’s trusted advisor, you've earned their confidence and continue as their primary point of contact. We complement your role by providing tools that help your clients meet both their tax planning needs and philanthropic goals.
We support a wide array of planning needs, accepting various asset types to establish charitable gifts and funds. Cleveland Foundation fund options—including donor advised and legacy funds—provide immediate and sustained flexibility.
Building Lasting Impact in Greater Cleveland
We work with your clients to create lasting legacies that have significant impact in our community. With deep expertise in the Greater Cleveland area, our team stays informed on emerging priorities and trends, ensuring your clients’ specific charitable interests are honored and relevant as needs evolve.
Investment Opportunities
Your clients can create their own investment pool through their current financial advisor. Alternatively, the Cleveland Foundation offers a wide array of options. We have placed-based, social impact and other mission aligned investment pools.
Customized Strategies for Unique Client Goals
As your philanthropic partner, we assist in crafting tailored strategies that fit each client’s unique situation. We help maximize tax benefits related to charitable giving and create personalized plans for clients at every giving level. Our experience with professional advisors enables us to support complex charitable goals, from business owners to multigenerational families, helping you guide your clients toward impactful legacies.
Planned Giving
As a trusted advisor, you play a crucial role in guiding your clients toward impactful charitable giving strategies that align with their values and financial goals. The Cleveland Foundation offers a range of planned giving options that empower your clients to make a lasting difference while optimizing tax and financial benefits for them and their loved ones.
Professional Advisor Events
The Cleveland Foundation sponsors or co-sponsors several educational and social events for professional advisors throughout the year. Some events allow advisors to earn continuing education credits in their fields of law, accounting, financial planning or insurance.
Contact the Center for Philanthropy
Our doors are open to the community. We welcome the opportunity to help you participate in philanthropy. Contact us today to get started, complete the inquiry form below or call us at (877) 554-5054.