Professional Advisors & Investments

GiftLaw

GiftLaw is a collection of resources for Professional Advisors. It includes the latest news from Washington, tax law updates, PLRs, Case Studies and timely articles. When you visit the GiftLaw section of our web site, be sure to sign up for the weekly email newsletter.

Giving Now, Giving Later

Learn more about the specific benefits of giving something back to your community. We also feature an extensive range of information about giving on our Donor Services page.

Benefits of a Donor Advised Fund vs. Private Foundation

Your clients have a choice. They can establish a private foundation, or they can establish a fund within the Community Foundation of the Ozarks. Read about the benefits of a Donor Advised Fund here.

Investment Policy

As stewards of charitable assets, it is our responsibility to meet not only current needs, but also the long term needs of the communities we serve. We are dedicated to safeguarding the charitable assets we administer. Our board of directors oversees the investment of these assets with the thoughtful collaboration of its investment advisory board, assisted by Prime Buchholz, a well-respected national investment consulting firm. Our Investment Policy page provides more detail concerning CFO’s commitment to the stewardship of our charitable funds. Meet the members of our investment advisory board here. View our quarterly investment performance review here.

Professional Advisors Council

Comprised of estate planning, financial and investment professionals, the Professional Advisors Council assists CFO with increasing the focus of planned charitable giving as well as providing leadership in promoting future charitable gifts to organizations and communities in the Missouri Ozarks. Meet the members of the PAC here.

Professional financial advisors and their clients are warmly invited to participate in the Community Foundation of the Ozarks. For thirty-five years the Community Foundation has been providing individual donors with a flexible, low-cost, professionally-managed mechanism to accomplish individual charitable goals.

Professional advisors are in a unique position not only to serve the charitable needs of clients but also to significantly affect the quality of life in the area. Funds established today at the Community Foundation will provide a critical stream of income to meet changing needs in the decades ahead.