Who We Are:
The Greater Kansas City Community Foundation works with professional advisors (wealth managers, financial planners, accountants, insurance professionals, attorneys and other advisors) across the country to maximize their clients’ giving. Over the years, we have grown to one of the largest and most entrepreneurial public charities of our kind, managing more than $5 billion in assets and ranking among the top 1 percent of over 700 community foundations in the country for more than a decade. We know that your clients set up donor-advised funds and other charitable giving accounts because of you, the advisor they trust. Our job is to arm you with succinct, effective solutions for your clients and future generations that will carry on charitable legacies.
What You Need to Know:
Our expertise, service and flexibility set us apart from our peers.
Expertise: We know that your clients set up donor-advised funds and other charitable giving accounts because of you, the advisor they trust. Our job is to arm you with succinct, effective solutions for your clients and future generations that will carry on charitable legacies. Beyond donor-advised funds, we offer a comprehensive platform of charitable tools. We help clients navigate all of their options, which might include scholarship funds, designated funds or field-of-interest funds.
Service: We provide world-class service to your clients, no matter the size of their account. Clients have access to a team of professionals dedicated to promptly answering calls and emails, and they are able to conduct their giving in a confidential and secure environment.
Flexibility: Giving should be easy, and we support giving at all levels. Your clients can use a donor-advised fund for all of their giving, without being constrained by unnecessary limitations and minimums.
- No minimum initial contribution.
- No minimum additional contribution.
- No minimum grant amount.
- Unparalleled investment flexibility.
- No limit to the number of successor advisors or charitable beneficiaries.
Resources for FPAKC Members:
Our most popular materials for professional advisors are listed below please visit our website to download the materials and view all our resources.
- Donor-Advised Fund Agreement
- Tax Strategies for Charitable Giving
- Charitable Solutions for Your Clients
- Create Your Charitable Legacy
Connect With Us:
Contact Trey Corbett, Director of Investments at firstname.lastname@example.org or 816.627.3419 to set up a meeting or learn more.