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Advisor Resources

Your partner for good.

Advisors are trusted partners in a unique position to help their clients on their generosity journey. With our deep philanthropic expertise, the Community Foundation of Greater Huntsville can work alongside you to help create and implement a strategy that meets your clients’ giving goals.

With an outstanding reputation for integrity and donor services, we are proud to serve as a trusted steward of funds and a valuable resource for advisors to enrich the charitable-giving strategies of their clients. Working with the Community Foundation allows advisors to:

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From establishing donor advised funds to building your clients’ legacies and providing them with grantmaking guidance on community needs, we act as your team’s charitable partner, supporting your clients through the giving process as you retain control of your relationships.

Give to Donor Advised Funds

We are committed to inspiring and enabling generosity in our region. Donor advised funds allow your clients to support other nonprofit organizations while receiving a tax break in the year of the donation.
Learn More about Donor Advised Funds

Your Client’s Legacy

Gifting through an estate allows your client to create a lasting legacy. With a planned gift, your client communicates exactly how funds will be granted and receives peace of mind knowing that their future contributions will go directly back to the community and causes they care about.
Learn More about Planned Giving
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We Can Help

Together, we can help your clients impact the causes they care most about. If you are interested in gaining a charitable partner to support your clients’ giving while you retain complete control of your relationships, contact us at Giving@CommunityFoundationHSV.org.