Advisor Services

Rice County Community Foundation collaborates closely with attorneys, financial advisors, trust officers, and other professional advisors to facilitate your clients' charitable and tax-planning objectives effectively. Partnering with us offers numerous advantages:

• Maintain control over client relationships while leveraging our local philanthropy expertise to offer comprehensive services.
• Benefit from maximum federal and state tax advantages, with customized giving plans tailored to meet your clients' needs. Our approach provides a simplified and cost-effective alternative to establishing a private foundation.
• Tap into our in-depth understanding of Rice County's needs to enhance the effectiveness of your clients' charitable contributions.
• Enable your clients to donate a wide range of assets, from cash to farmland, either immediately or as part of their estate planning strategy.
• Foster intergenerational connections by assisting clients in establishing and managing a charitable legacy for their children and grandchildren through a foundation fund.

Partner with us to empower your clients to make a lasting impact on their community while optimizing their financial and philanthropic goals.