Helping You Serve Your Clients

As part of our commitment to Richland County, we strive to serve as a community specialist for professional advisors and as a resource for the individual charitable needs of their clients. The Richland County Foundation understands local nonprofit organizations and the many giving options that can help your clients contribute most effectively, and create a lasting legacy.

Here are some of the many of the ways that we can help:

We work as your partner. You stay in control of your client relationships-we're here to help you provide a full range of services to your clients.

We are experts about our community. We can help your clients be as effective as possible in their giving.

We offer the opportunity to recommend charitable giving to your clients without recommending a specific charity. By working through us, your clients can support a wide range of charities locally and nationally.

We help you connect across generations. When you help families establish an advised fund with us, you and they can stay involved for generations.

We help your clients donate a variety of assets. These might include cash, appreciated securities and real estate. These can be assets they give now or later, as part of their estate plans.

You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients increase their current income, increase their beneficiaries' inheritance, leave a legacy in the community, and teach their children about philanthropy.

As a public charity, we offer maximum federal and state tax benefits. And starting a fund at a community foundation is significantly less expensive and easier than starting a private foundation.

Learn more

The Richland County Foundation is here to help make charitable giving easy, effective, and rewarding for all. Flexibility is an important part of our approach. We offer a great variety of options for donors and are committed to enhancing the donor experience. We welcome the opportunity to explore your client's unique needs. For more information on our services to advisors or to confidentially discuss a specific client situation, please call us at 419.525.3020 or email Bob Barrett, CPA and VP of Finance & Operations.

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