Advisors

We Make it Easy

We make it easy to meet your clients’ philanthropic goals through our diverse array of fund types that maximize tax benefits and fulfill their values. Because the Community Foundation is a 501(c)(3) public charity, donors receive the most valuable tax benefits available under law for their charitable contributions—for both income and estate tax purposes.

yellow-triangle

Charitable Giving Options

We have six fund types to meet each donor's individual goals.

Your client's needs are unique, and the Community Foundation of the Mahoning Valley is ideally suited - and excited - to support the charitable interests of your clients while enhancing your business relationships with them.

Financial Advisor Collaboration

Relationship development is at the heart of CFMV. We work hard to establish and maintain a working process with advisors who choose to work with us. A fine-tuned collaboration is our goal with every advisor we work with. We’d love to meet you and give you a look around our organization.

Talking with your Clients

The Community Foundation of the Mahoning Valley is uniquely suited to support the charitable interests of your clients while enhancing your business relationships with them. Explore some of the prime advantages of working with a local community foundation and the possible philanthropic solutions that we offer.

Updates and Insights for Professional Advisors

As a resource and sounding board for professional advisors, we provide updates on relevant pieces of legislation and charitable topics to help you help your philanthropic clients.