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Family Advisor Collaboration  


We Partner
We partner with you. We’re here to help the donor and advisor create a personalized philanthropic giving plan by providing planned-giving expertise, knowledge of the charitable community, community foundation administrative services and financial management when required.

We Follow
We follow the donor’s wishes. It is not our intent to channel donor funds to pre-selected charities, however, we ask that the donor earmark a minimum of 50% of their funds for children’s charities. We are a full-service community foundation and will facilitate donations to all charitable agencies. Our offerings in this area include planning, administrative and financial services. Donors may choose to remain anonymous, receive acknowledgements upon gift distribution or define their level of involvement.

We Offer
We offer a range of financial services. YouthBridge will follow the donor’s preferences on the management of funds. When requested and when acceptable to the wealth advisor, we will establish the necessary accounts with the financial institution specified by the donor. YouthBridge can also assume the financial management function.