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.
Review the video below to learn more about how we work with professional advisors and their clients.
Our Expertise
Maximizing charitable impact
We’ve helped hundreds of clients find philanthropic solutions and create transformational outcomes. We offer:
- Wide range of funds such as Donor Advised Funds, Field of Interest, Foundation Support
- Personalized, custom, local service
- Experience with complex gifts
- Philanthropic strategy, mission and goals development
- Knowledge of effective nonprofits and smart giving strategies
- Tax advantaged giving solutions
Charitable Fund Options
Funds to meet your clients' unique needs
The St. Louis Community Foundation offers a range of charitable funds, allowing you to choose the vehicle best suited for your client’s philanthropic needs.
Investment Options
Growing charitable impact
Our investments are designed to meet a range of philanthropic goals and time horizons. Use our investment pools or participate in our customized Investment Advisors Private Gift Program.
Private Foundation Services
Focus on the mission of giving
A private foundation can be a great vehicle for charitable giving, but sometimes the process of managing the foundation’s affairs can diminish the joy of giving or become a burden to maintain. Let us help.
Donor Advised Funds vs. Private Foundations
Discover the benefits of Donor Advised Funds.
Donor Advised Funds offer tax benefits, simplicity and ease of administration over Private Foundations, regardless of the fund’s size.
Donor Services
Convenient, strategic and transformative giving services
Our expert donor services group provides convenience, personalization, education, technology and strategic philanthropic planning for your clients.
Legacy Advised Funds
Easy, Efficient and Rewarding
A legacy advised fund (LAF) is a variation of a donor advised fund, the most popular and flexible type of fund sponsored by St. Louis Community Foundation (STLCF). Donors establish the fund during their lifetime, allocate certain assets to be distributed to the LAF in the future, and designate family/friends to make grants once the LAF is funded.
Related News & Stories
“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
I couldn't be happier with the support I receive from the Community Foundation when making grants from my donor advised fund. The team is easy to work with and eager to help."
AnonymousSt. Louis Community Foundation Fundholder
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.
Contact Us