The Medina County Community Foundation is honored to work with many talented and trusted attorneys, CPAs, and financial advisors in our region as you strive to build charitable giving plans that meet your clients’ philanthropic goals and align with the latest laws, regulations, and best practices. Thank you for allowing the Community Foundation to be a resource.

How We Can Help

The Community Foundation frequently works with advisors who are looking for concise information about our finances and investments, how their clients can make gifts to the causes they care about quickly and easily, and sample bequest language they can use to get started on client wills and bequests. If you want additional information or want to discuss a topic we haven’t covered here, please reach out.

Finances + Investments
Gather information about our financial and investment strategies for your clients so they can feel good about our ability to meet philanthropic wishes now and community needs in the future.

Ways to Give
Learn how your clients can reduce their capital gains tax and increase their charitable giving through appreciated securities and other tax-wise ways to give.

Sample Bequest Language
Review our sample language for your clients’ consideration to leave a bequest to a fund at the Community Foundation. From leaving unrestricted gifts to the Community Foundation or adding to an existing fund, there are numerous options to explore.