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Working with you and your clients

Lawyers, accountants, financial advisors and insurance professionals refer clients to Hamilton Community Foundation to help with their charitable giving now and in the future. As philanthropic advisors, we provide neutral advice about flexible giving options and work with individual, family and business clients to help them develop their charitable plans.

When you make us part of your full-service advisory team we work with you and your clients to:

  • Implement a philanthropic plan that meets your client’s needs, objectives and personal situation while maximizing benefit to the community.  We’ll outline donation options including tax benefits and other considerations
  • Offer research and information on community needs, charitable organizations and programs that are making a difference
  • Provide grantmaking expertise and a range of administrative services related to charitable giving

We can provide this information either directly to your client or to you. For more information or to discuss your clients’ philanthropic needs contact a member of the Philanthropic Services team.

Advisor resources

The following resources may be helpful to you or your clients: