Your Partner in Client Service
As a professional advisor, you are privileged to work with your clients at key times in their lives, whether they are engaged in retirement, estate or tax planning. In these moments, you are in a unique position to learn about your clients’ passions and interests, including their charitable intent.
We are here to help you develop customized charitable giving strategies that meet your clients’ planning needs and objectives at every stage of their lives.
We welcome the opportunity to partner with you:
The Cleveland Foundation Value Proposition
Why professional advisors partner with us
- You remain your client’s trusted advisor. You have earned your client’s trust and confidence, and you remain their primary contact. We add value to the planning process by giving you tools to help your clients achieve their tax planning needs and philanthropic goals.
- We have the capacity to serve a wide range of planning needs. We accept many asset types in the establishment of charitable gifts and funds. We also offer a variety of funds, including donor-advised funds, designated funds and field-of-interest funds. Moreover, we give your clients several investment options (including maintaining existing financial advisor relationships), over which we provide financial stewardship.
- We help your clients creating lasting legacies that have a significant impact on our community. Widely viewed as leaders in the Greater Cleveland charitable community, our staff members have deep expertise and knowledge of the priorities and emerging trends in Northeast Ohio. We help ensure your clients’ specific and ongoing charitable interests are honored, even as trends and needs change over time.
- As your philanthropic partner, we help you develop customized strategies to fit each client’s unique situation. We assist you in maximizing tax advantages associated with charitable giving and in tailoring giving plans that meet your individual client’s specific needs and goals, whatever their giving level. We are experienced in helping professional advisors navigate the complex charitable giving needs of business owners, multigenerational families, and other donors who benefit from our ability to facilitate conversations that lead to impactful legacies.