Professional Advisors

The professional advisor plays a singularly important role in helping the client create and realize a personal philanthropic vision. Making a charitable gift is a very personal decision. At Oxford Community Foundation, we work with professional advisors to ensure each person’s charitable goals are met.

Whether a donor is looking to maximize tax deductions, planning their estate, interested in setting up a charitable foundation, or unrestricted community fund, the Oxford Community Foundation has the knowledge to help meet their needs. We help donors with their charitable giving options by working with professional advisors and listening for personal motivations and interests in the community. Then we provide options for donors and their advisors to consider. Community foundations facilitate philanthropy through the ways in which they partner with donors in supporting community activity. These two factors, professional advisors and community foundations, can enhance their relationships with donors by making the most of the tools and information available.