Professional Advisors

Professional advisors frequently recommend the Washington County Community Foundation to their clients. In fact, we have helped many local donors and their professional advisors find tax-friendly solutions while accomplishing personal philanthropic goals.

Benefits the Washington County Community Foundation offers:

• Your clients receive a full tax deduction for their original and any subsequent gifts, which are invested in a tax-free environment and then used for charitable purposes.
• The grouping of assets under the administrative umbrella of a community foundation creates significant investment management economies of scale.
• There are no taxes due and no minimum payout requirements.
• The process for creating a named fund is simple and can be accomplished within a day.
• All funds within the Washington County Community Foundation are covered under a single, and simplified, 990 form and a single audit.
• Our assets are professionally managed, including investment products that may be unavailable to the individual donor. The end result is more money available to support favored charities.