Professional Advisors

Working together we can help your client leave a personal, meaningful, and lasting legacy for our community.

Community impact
Passion for a cause
Giving back
Personal legacy
Local people supporting local causes forever.

Many of your clients may be thinking about giving back to their community but may not be aware that Eastern Bay Community Foundation is local. We understand our community's need and how your clients can collectively make the greatest impact for our region, whether that’s supporting a local charity or cause they feel passionate about, setting up a scholarship or making a difference in our region.

Together, we’re building a stronger community, forever.

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How we help you

The Community Foundation model offers your clients a personal and enduring way to leave a lasting legacy that can benefit their local community forever. We can provide philanthropic advice.

Ways to give

We have options for your clients to prioritise taking care of family, preserve financial stability, and maximise tax benefits during their lifetime.

Gifts can be made in a number of ways:

Your client can set up their own Named Fund or contribute to an established endowment fund.
Your clients can give to the Foundation during their lifetime so that they can enjoy seeing the results of their generosity, as well as receiving the benefits of tax credits.
Your clients may choose to donate through their will or by a distribution from their family trust. Gifting by will and from a trust may create or add to existing endowments.

Benefits of using Eastern Bay Community Foundation

Our regional focus and local expertise allow your clients to give to local causes they are passionate about.
Because endowments are permanent your client’s gift keeps on giving, now and for generations to come.
A Named Fund enables your client to specify the name of their fund and the organisations or initiatives they wish to support.
Annual updates enable your client to keep track of their fund’s earnings and distributions.
Our trustees prudent stewardship of Community Foundation funds ensures that your client’s gift is in safe hands.
Donations made may qualify for a tax credit
We can provide you with guidance and resources to assist you in establishing your client’s endowment fund.

Community foundations are independent, not-for-profit organisations located across the country. We are different because we aren’t about one single cause, we are about a place and its people. Here to nurture and build the prosperity of our region. We do this by connecting generous people to activities that create transformational differences, and by providing philanthropic advice, community knowledge and leadership.

Through us, donors can choose which local projects and causes they want to invest in and play a role in positively transforming their community. Our smarter giving model means that any donations received will last for generations.

We can speak to your clients about philanthropy and where the great, impactful work is taking place in our community. We want to ensure you feel informed and would be delighted to come and present to your board, clients, and team.