For Attorneys & Advisors

If you’re an attorney, accountant, financial planner, broker, insurance agent, estate planner, or other advisor, The Summit Foundation can support you and your clients in the charitable giving process.

As the community foundation of Summit, we are uniquely positioned to determine and respond to the needs of local nonprofit organizations throughout the area. Since 1972, we have invested the funds entrusted to us to ensure long-term asset growth. We retain professional asset managers to invest funds according to policies set by the Board of Trustees.

How will The Summit Foundation manage your client’s legacy?

We offer a range of services and charitable funds designed to serve local philanthropists.

Our Philanthropic Tools

  • Donor-advised funds
  • Charitable bequests
  • Life income gifts, including charitable remainder trusts
  • Gifts of appreciated stock
  • Gifts of residential real estate, possibly with lifetime occupancy for the donor or donor’s family
  • Other approaches that maximize both community benefit and tax advantages

Contact [email protected]

The Summit Foundation is a 501(c)(3) public charity as defined by the IRS. All donations are tax deductible to the full extent allowed by the IRS.