PROFESSIONAL
ADVISORS
With a legacy spanning 25 years, The Findley Lake Community Foundation has been deeply embedded in the area’s philanthropic landscape for generations. Our extensive research, partnerships with vetted nonprofits, and community engagement initiatives have solidified the Foundation as a leading charitable organization in our region. We partner with professional advisors to support philanthropy effectively, assisting in crafting tax-wise giving strategies that reflect clients’ passions. From administrative support to grantmaking assistance, we handle the details, allowing advisors to focus on building relationships and meeting their clients’ financial and charitable goals.
At the Foundation, we go beyond traditional services, providing comprehensive support and regional expertise to ensure impactful giving. Please feel free to download any of the below resources to use with your clients.
Why The Findley Lake Community Foundation
Fund Types
Benefits of Donor Advised Funds
Types of Gifts
A Meaningful Legacy
Life Income And Estate Giving
Fund Agreement
Professional Advisor Program
We offer several avenues of investment for our endowment funds which include local management, a socially responsible pool, and our primary endowment pool. Our donors can also choose to have their new endowment of $50,000 or more managed by their personal investment advisor.
Please contact Vice President of Philanthropic Services Steve Weiser to learn more: SWeiser@eriecommunityfoundation.org