Professional Advisors
Why Partner
Ways your Clients Can Give
Legacy Giving
Work Together
Partnering for Lasting Impact
Why Partner With the Shallow Ford Foundation?
Professional advisors play a vital role in helping individuals and families make financial decisions that reflect their values. When clients express a desire to give back, the Shallow Ford Foundation is here to support you with flexible tools, trusted stewardship, and deep community knowledge.
As a community foundation, we work alongside attorneys, accountants, wealth managers, and financial planners to create charitable solutions that align with your clients’ goals — whether they hope to support a specific cause, honor a loved one, or build a legacy that lasts for generations.
Together, we can help your clients make a meaningful and lasting impact in they place they call home.
Expert Guidance
We provide clear, knowledgeable support on charitable planning options, tax‑advantaged giving, and fund structures—making your work easier and your client’s giving more effective.
Flexible Giving Options
Clients can give now or later, personally or through their estate, through simple gifts or more complex assets. Our team helps navigate the details so you can focus on your client relationship.
Local Insight
With strong partnerships across our region, we help donors identify meaningful opportunities that align with their values and create measurable community impact.
Strong Stewardship
We handle all administration, reporting, and investment oversight with transparency and care, giving you and your clients peace of mind.
Ways Your Clients Can Give
We accept a wide range of charitable gifts, including:
Cash & Checks
Marketable securities (stocks, bonds, mutual funds)
Real estate
Bequests and estate gifts
Qualified Charitable Distributions (QCDs) from IRAs
Gifts of business interests or other non‑cash assets
Multi‑year pledged commitments
Our team can work directly with you to ensure gifts are transferred smoothly, documented properly, and used according to your client’s intentions.
Building Meaningful Legacies
Estate and Legacy Giving
We work with advisors to integrate charitable giving into their clients’ estate and financial planning. Legacy gifts can take many forms, including:
Bequests through a will or trust
Beneficiary designations on retirement plans or life insurance
Charitable remainder or lead trusts
Gifts of appreciated assets
Legacy giving allows clients to make a meaningful impact that extends far beyond their lifetime.
Connect With Us
Let's Work Together
We value the expertise you bring and are committed to being a trusted partner. Whether you’re helping a client explore charitable options, evaluating a complex gift, or establishing a new fund, we’re here to support you every step of the way.
Connect With Us
We welcome the opportunity to collaborate.