Advisors

We help you help your clients

You can count on us to be a solutions-minded partner and expert resource.

You can have confidence that you will remain in control of the client relationship and that your clients will be treated with respect and integrity. We are a solutions-minded partner helping you and your client create a charitable gift plan that meets their needs. Our role is to provide support and expertise; we can work entirely in the background or we can attend every meeting with you – it is up to you and your client.

Giving Tools Types of Funds

See the list of people that are using the Foundation in their estate planning on the Summit Society page.

The Foundation’s CEO is an attorney. Feel free to contact him directly at kol@bluemountainfoundation.org or 509-557-0062 with questions about charitable giving strategies.

How We Work with Advisors

Community foundations can support you and your clients at every step in the charitable giving process.

We can help you:

Research grant opportunities and charities, helping your client make the most of their charitable gifts.

Identify your clients’ charitable giving interests and motivations.

Match personal charitable interests with tax planning needs.

Create and implement charitable plans that are integrated into major business, personal, and financial decisions.

Facilitate complex forms of giving and execute technical giving instruments (such as charitable remainder trusts).

Provide information on community needs.

Below are sections of information that provide more detailed explanations of the list above. Click on the arrow or empty space next to a headline to open or close that section. The information below is not exhaustive. As of July 2026 as we build out a new website, the sections below are still under construction. Please contact us if you don’t see the information you are looking for or have questions!

It is easy to help your client establish a named charitable fund, and the task can be completed in less than a day.

  • First, decide what type of contribution the client would like to use to establish the fund. A donor can contribute cash, securities or other property which has been approved by the Blue Mountain Community Foundation.
  • Select a name for the fund. Clients can use their own name, the name of a family member, a business or a name they invent.
  • Select a fund type. If choosing a donor-advised fund, designate current fund advisers, such as the client and spouse, and successor advisers, such as children.

Once a fund is established, donors may:

  • If a donor-advised fund has been established, the donor may recommend distributions from their fund to local charities.
  • Add to the fund at any time in any dollar amount.
  • Specify how grant disbursements are to be acknowledged: in the name of the fund or anonymously.

Clients who wish to establish a charitable fund in excess of $500,000 are welcome to suggest to the Blue Mountain Community Foundation’s Board of Trustees that the assets be managed by the investment management firm or manager they prefer. The Foundation would then begin a formal business relationship with a qualified investment partnership program organization.

The challenge is to help clients realize their goal of contributing to the good of the community. The investment partnership program breaks down barriers to charitable investment in the Blue Mountain area.

The investment advisor and client relationships remain intact. Plus, investment partners are able to add the charitable giving flexibility and local Foundation expertise to the list of services they can provide their clients.
The goal of the Foundation’s investment policies is to maintain or increase the real value of the endowment principal and its distributions over the long term while funding current needs at an appropriate level.

Developing a charitable plan that considers your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

We want to be a resource for you and an added benefit for your clients and their philanthropy. Understanding the array of charitable giving possibilities, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.

We consider attorneys, accountants, financial planners, insurance agents, trust officers and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

We have an outstanding reputation for integrity and service to donors. And we’ve developed unique resources for you to use in helping donors craft their charitable giving plans.

Our Foundation is here to help you. If you have questions about our advisor resources that have not been answered in this section, please contact us for more information.