Professional Advisors
Get the tools you need to connect donor generosity to our region’s most pressing causes.
Do your clients have a desire to make our region better? We can help connect your clients to the most pressing causes in our communities so they can leave a lasting impact. We will invest your clients’ donations into long-term solutions that address specific challenges in our region, such as improving access to education, health and wellbeing, economic opportunity and arts and culture. And we will ensure your clients’ donations achieve measurable results.
To support our valued professional advisor partners like you, click below to access resources to help meet your clients’ charitable giving goals.
Join Us!
Maximizing Generosity
A series of events to help you as you support your clients' generosity
Join Innovia for a series of lunch and reception events to help professional advisors as you guide and support your clients with their charitable giving and tax maximization strategies.
“Through Innovia Foundation, my clients can be confident that their dollars are helping to make good things happen right here in our region.”
— Jessica Allen, Professional Advisor
Toolkit for professional advisors
Sometimes the biggest challenge people face is knowing how to get started with their estate planning. In addition to a variety of options and flexibility to adjust giving plans, Innovia Foundation is pleased to provide an estate planning toolkit and online tools for planned giving via the Stelter online platform.
Helping your clients succeed.
Our bottom line is philanthropy. We help your clients benefit their families and their community. By partnering with us, you will be connecting your clients to the most pressing causes and greatest opportunities. We are committed to working with you to ensure that your clients find the charitable intents that best meet their needs.