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Thank you for your interest in connecting your clients to The Columbus Foundation.

As you know, donors look to their advisors for financial planning advice and tax strategies. We make things simple and effective. Find resources below and please don't hesitate to give us a call.

OUR TOP RESOURCES FOR YOU AND YOUR CLIENTS

    

PHILANTHROPIC
PLANNING

Initiate the charitable conversation with your client. Based on the overall wealth plan you have created with your client and on your client’s charitable interests, we can help you organize, plan, and implement a strategy to meet your client’s philanthropic goals.

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DONOR
ADVISED FUNDS

Assist your client in reaching his or her charitable giving goals by partnering with us. Our Donor Services team offers guidance, if needed, and can offer expertise in areas of individual, mission-driven strategy plans, gifts of complex assets, and various giving options.

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LEGACY
PLANNING

Help your clients prepare now to make a lasting, future gift to support the causes that have been important to them during their lifetimes. We work closely with you, the professional advisor, as well as the charitably inclined client, to tailor a lasting legacy that will meet both their charitable and tax objectives.

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ADDITIONAL
RESOURCES

Browse our additional resources, including investment options, administrative fees and gift acceptance guidelines, to learn more and to help answer any questions you or your clients may have about working with us. Visit GiftLaw® to learn about charitable gift planning strategies, new legislation and legislative proposals, and more.

Resource Center
Charitable Insights

Visit Charitable Insights, a resource connecting you to helpful articles, stories, and ideas from Foundation experts, so that you can make the most of tax, legal, and financial strategies as they relate to your or your clients’ philanthropy.

WE'RE HERE TO HELP

Our Donor Services team is experienced, knowledgeable, and focused on the goals of your giving. We share a passion to help your generosity do the most good.

Because that's what truly matters.

 

To learn more, reach out to a member of our Donor Services team or email donorservices@columbusfoundation.org.

Angela G. Parsons, JD, CAP®
Vice President – Donor Services
J. Bradley Britton, JD, LLM
Director of Planned Giving and General Counsel
Jeff Byars, CAP®
Associate Director for Donor Services
Chris Donovan, JD, CFRE, CAP®
Associate Director for Donor Services
Lisa M. Jolley, JD, CAP®, AEP®
Senior Director for Donor Services
Carrie Klus, CAP®
Senior Advisor for Donor Services
Lisa Lynch, CAP®
Associate Director for Donor Services
Hilary Stone, MBA, CAP®
Senior Advisor for Donor Services
Alicia Szempruch, MPA, CAP®
Associate Director for Scholarships
Tess Tannehill, JD, CAP®
Senior Advisor and Associate General Counsel