Help your clients do greater good.
We work with you to create the greatest financial impact and meaningful philanthropic experience for your clients.
As a Professional Advisor, you’re in a unique position to not only help your clients find ways of creating the greatest impact for their philanthropic needs, but you also have the power to promote profound change in the region. Whether your expertise is in wealth management, retirement, estate or tax planning, the St. Louis Community Foundation is your experienced, local philanthropic partner.
Let us help you bring charitable solutions to your clients.
94% of wealthy donors would like to be more knowledgeable about charitable giving: identifying their personal causes, and understanding how much they can afford to give, where to give, and their gift’s impact.
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Trust
We’ve helped hundreds of clients find philanthropic solutions and create transformational outcomes.
100+ Years of Experience
We can handle complex gifts, tax advantaged giving solutions, and more
Exceptional Donor Services
Our team provides convenience, personalization, and strategic philanthropic planning
Local Focus
We know our region and its nonprofits to create smart giving strategies
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Service
We offer a range of charitable funds, allowing you to choose the vehicle best suited for your client’s philanthropic needs.
Donor Advised Funds
Tax benefits, and simplicity, and ease of administration
Private Foundation Services
Experience the joy of giving and let our team handle the rest
Other Fund Types
Scholarship, designated, field of interest, and more
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Expertise
Our locally-focused philanthropic expertise will help you help your clients meet and exceed their charitable giving goals.
Grow charitable impact
Our investments are designed to meet a range of philanthropic goals and time horizons.
Create a legacy
Help your clients make their legacy giving plans
Keep learning
Join our Philanthropic Institute for Professional Advisors cohort
Philanthropic Institute for Professional Advisors
PIPA's annual cohort programming creates a greater understanding of the values that motivate philanthropy, ways to satisfy client intentions, and how to incorporate charitable giving into planning conversations.
Learn More >
“Partnering with the Community Foundation has allowed us to offer different giving vehicles to our clients while maintaining our role as investment advisor. The committed and experienced staff at the Community Foundation have been wonderful, and are so knowledgeable and helpful in addressing any questions or specific needs our clients have concerning their philanthropic giving.”
Lora DowneyCommerce Trust Company
Really looking forward to the PIPA Program. Not only does it give me more tools for my clients, but also helps me differentiate myself from my competition.
Professional Advisor – PIPA Participant
The PIPA presentation was well beyond what I was expecting. It was a fantastic start. I wasn't prepared for it to be so emotional; very compelling speaker with a very compelling message.
Professional Advisor – PIPA Participant
Talk with a giving specialist today.
Our experts are here to help you find a philanthropic solution that’s right for you and guide you through the process of getting started.
