To help you help your clients with issues related to charitable giving, The Three Rivers Community Foundation offers you the following services
Partnership
We will work in partnership with you to provide your clients with tailored giving plans to meet their particular needs.
Community Knowledge
We have extensive knowledge of where the greatest community needs lie and can help your clients be as effective as possible in their giving.
Consulting
We will consult with you, your clients and your colleagues on ways the Three Rivers Community Foundation can help meet the financial and charitable goals of your clients.
Printed Materials
We can provide advisor-related information on giving through the Three Rivers Community Foundation, including foundation brochures, sample documents and educational papers on a variety of fund types and giving strategies. You may view a full list of downloadable materialsavailable to you online.
Seminars
Occasionally we offer seminars on relevant charitable, technical and current topics.
Presentations
The Three Rivers Community Foundation is available for presentations on giving at any time. Whether a brown bag session over lunch with a small group of your colleagues or a more formal meeting suits your organization’s needs, we will provide an overview of how the community foundation is a valuable option to present to your clients.
For more information on how to partner with the Three Rivers Community Foundation, please contact usat (509) 735-5559.
Advisor Resources
- Donor Fund Agreement.pdf (268 KB) - This form is used to start a new fund at the Three Rivers Community Foundation.
- Options for Giving.pdf (52 KB) - This document details the various fund options available through the Three Rivers Community Foundation from donor advised funds to scholarship funds and more.
- Starting a Donor Advised Fund with the Three Rivers Community Foundation.pdf (72 KB) - This brochure answers the questions donors typically have in deciding to open a Donor Advised Fund.
- The Family Donor Advised Fund.pdf (56 KB) - This brochure answers the questions donors typically have in deciding to open a Family Donor Advised Fund.
- Your Vision, Your Legacy, the Tri Cities’ Future.pdf (68 KB) - An introduction to the Three Rivers Community Foundation and what community foundations can do.
- Benefits of a Community Foundation.pdf (584 KB) - An introduction to the Three Rivers Community Foundation and what community foundations can do.
- Professional Advisor's Perspective.pdf (592 KB) - This brochure gives financial planners perspectives on community foundations from inside their own professions.
- Estate Planning Perspective.pdf (604 KB) - This brochure gives financial planners perspectives on community foundations from inside their own professions.
- Letter of Intent.pdf (200 KB) - For those wishing to let us know that the Foundation is in their will. Upon completion of this form, donors become members of the Three Rivers Heritage Society.
