Helping your clients reach their philanthropic objectives is an important service you can offer whether they’re engaged in retirement, estate, or tax planning.

Working with a community foundation offers your client real tax advantages, as well as the chance to make the greatest charitable impact. Your client supplies the passion and ideas, while we supply the expertise and infrastructure.

We welcome the opportunity to partner with you in developing a customized giving plan for your clients. Contact us today to get started:

    What we have found in working with those interested in charitable giving is there is simply no accurate way to predict what the path will be and how quickly the donor will develop. However, we have learned to recognize some basic phases that donors tend to go through, and then to tailor our work to help them move to the next phases. The following describes the four stages that we have observed donors pass through on their charitable giving journey:

    The Four Phases of Philanthropy

    1. EMERGENCE 2. GROWTH 3. preservation 4. transfeR
    • Feel desire to “give back”
    • Express passion for a cause
    • Investigate and identify options
    • Become a donor
    • Maintain donor status
    • Increase personal involvement
    • Seek to make a larger impact
    • Increase and enhance giving
    • Donate regularly and consistently
    • Continue involvement at higher level
    • Ensure that work begun continues and grow
    • Establish a legacy
    • Energize family and/or loved ones
    • Sustain philanthropic intent
    • Guarantee perpetuity of personal mission


    The Cleveland Foundation Value Proposition

    We can provide you with the right resources and offer the perfect solution for many of your clients’ charitable needs. Here are some of the ways the Cleveland Foundation can work with you to help your clients:

    Customized Approach

    The Cleveland Foundation provides a customized approach, working together as a philanthropic partner and resource for professional advisors, providing support, information and expertise related to charitable giving options.

    Charitable Planning

    You act as the primary point of contact with your client as the client explores philanthropic giving. We act as your partner in matters of charitable planning, assisting you in maximizing tax advantages associated with charitable giving and in tailoring giving plans to meet your individual client’s needs and goals.

    Preparation of Illustrations for Gift Options

    We provide illustrations upon your request.

    Streamline Charitable Giving

     We help you and your clients streamline their charitable giving through our funds, through which donors can establish a legacy that lasts in perpetuity.

    Wide Range of Assets

    The Cleveland Foundation accepts many different asset types as gifts.

    Community Experts

    As a leader in the greater Cleveland charitable community, our staff knows the priorities and emerging trends in Northern Ohio and can help ensure that your clients are giving strategically in accordance with their specific and ongoing interests. 

    Geographically Unrestricted

    We also can accommodate your clients’ grants regionally or nationally, as we have no geographical restrictions regarding grantees.

    Foster Family Relationships

    We assist you in fostering family philanthropy while you are able to build family relationships across generational continuums. We facilitate mission, vision and goal discussions.

    Donor Stewardship

    We assign a Donor Relations Officer to provide stewardship to donors, assisting in ways such as researching potential grantees, matching donor’s charitable interests to potential grantees, and coordinating site visits.

    Investment Management

    We provide financial stewardship for the fund. The Cleveland Foundation offers a broad array of investment manager choices for donors. We perform continued oversight of investment management and provide full and transparent reporting.

    Administrative Services

    The Cleveland Foundation provides record-keeping, gift acknowledgements, and full record-keeping services.

    Fund Marketing

    We provide fund marketing where applicable.