Professional Advisors
Financial advisors, accountants and attorneys entrust their clients to us.
Maximize Your Clients’ Giving
The Greater Kansas City Community Foundation works alongside advisors to serve clients with a fullsuiteofcharitablevehiclesandservices.
Questions?
We’re here to help. Contact Professional Advisor Services at advisorservices@growyourgiving.org.
Flexibility and Choice
Types of Charitable Funds
Explore the different types of funds below to find the best match for your clients’ needs.
Assets held in all charitable funds are invested and grow tax-free. Learn more about financial advisor managed accounts.
A donor-advised fund is a charitable investment account that is used to support the charitable organizations your clients care about. Learn more about donor-advised funds for your clients. Business owners may also be interested in our corporate donor-advised fund.
A supporting organization is a public charity that supports other charitable organizations. A supporting organization is a popular alternative to a private foundation because of the flexibility and services we provide. Contact info@growyourgiving.org to learn more about establishing a supporting organization.
A designated fund is set up to support one specific charity. Your clients can set up designated funds to receive contributions and donate to charities when they choose.
Designated funds may also be eligible to receive a qualified charitable distribution from an IRA.
To set up a designated fund, your clients can complete our Designated Fund Agreement.
Your clients can support education through a scholarship fund that invests in deserving students from pre-K through postgraduate.
They can set the award criteria and serve on a selection committee to choose the scholarship recipients.
The Community Foundation:
- Accepts applications
- Verifies students’ eligibility
- Processes scholarship payments
The minimum amount required to open a scholarship fund at the Community Foundation is $25,000.
To set up a scholarship fund, your clients can complete our Scholarship Fund Agreement.
Your clients can create and preserve their charitable legacy through a field-of-interest fund. A field-of-interest fund is aligned with a distinct program area or community. These funds are typically created by individuals, families and organizations who want to ensure their charitable dollars are used for targeted giving.
Contact info@growyourgiving.org to learn more about establishing a field-of-interest fund.
What sets us apart
Expertise
Our job is to arm you with succinct, effective solutions for your clients. It starts with donor-advised funds and extends to other charitable vehicles and accepting unique assets.
Service
You and your clients have a friendly team answering your calls and emails.
Flexibility
Giving should be easy. Your clients can use donor-advised funds for all of their giving, without being constrained by unnecessary limitations and minimums.
Succession
Your clients expect us to be forward-thinking. We think carefully with you and your clients about succession planning, so future generations can continue to give in perpetuity.
Our Philanthropic Advising Services for Your Clients
We can help you help your clients reach their desired charitable impact through legacy planning, multigenerational engagement and more.
Learn more about our philanthropic advising services.
