For Advisors

For Professional Advisors

The Polk City Foundation works closely with professional advisors (attorneys, accountants, financial planners, bankers, and life insurance representatives) to help their clients realize their charitable objectives and personal interests. The Polk City Foundation helps to integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.

As a professional advisor do you ask yourself, “How can I recommend charity without recommending a charity?” The answer is simple. Talk to your clients about giving through the Polk City Foundation.

Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there’s a simple solution. It’s your local community foundation, the Polk City Foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. The Polk City Foundation offers a variety of giving options – including the ability to set up a charitable fund in your client’s name. It’s just one way the Polk City Foundation can help you help your clients achieve their charitable goals.

There is so much more we would like for you to know. We invite you to contact us; we look forward to working with you to help you help your clients achieve their charitable giving goals.

Types of Funds available at Polk City Community Foundation

Ways to give to the Polk City Community Foundation