Your Philanthropic Partner
Partner with the Portage Foundation to guide clients through the charitable giving process. Attorneys, accountants, financial advisors and investment professionals utilize our charitable planning experience and deep knowledge of the area to help clients fulfill their charitable goals for the community they love.
We work with you to create the greatest financial impact and meaningful philanthropic experience for your clients.
As a Professional Advisor, you’re in a unique position to not only help your clients find ways of creating the greatest impact for their philanthropic needs, but you also have the power to promote profound change in the region. Whether your expertise is in wealth management, retirement, estate or tax planning, the Portage Foundation is your experienced, local philanthropic partner.
Let us help you bring charitable solutions to your clients.
Charitable options for your clients
Customized Giving Plans
We structure charitable funds tailored to meet your clients’ needs and achieve their charitable goals. Clients may give grants locally, nationally or internationally to any nonprofit that is a 501(c)(3) organization.
Tax-Efficient Strategies
We offer giving vehicles designed to qualify for the maximum tax deductibility plus other advantages not available to private foundations. Clients can lock in an immediate tax deduction by contributing to a Donor Advised Fund, yet distribute the money, which grows tax-free, to their chosen charity or charities over time.
Asset Growth
Through superior investment management of charitable funds, the Portage Foundation works to preserve and grow your clients’ funds to ensure sustainable giving today, tomorrow and beyond their lifetime.
Privacy
Unlike private foundations, which require an annual report that discloses personal information on board members, grant recipients, and other information, Donor Advised Fund grants are made in the name of the managing charity, protecting the identities of the underlying donors.
Local Impact
The Portage Foundation is a trusted resource with local connections to respected organizations across Portage County. You can be confident that your clients’ contributions will make an impact.
give now
Support current Foundation Funds in one of nine funding priority areas
Ready to accept Tax-Deductible Gifts
Array of Areas to Match Your Interests
Expanded Impact
Areas of Greatest Needs for Community
Great for Individuals, Families & Businesses
Create A Fund
Maximize Tax-Saving Opportunities to Create a Personal Giving Legacy
Easy to Set Up Funding Agreement
Maximize Tax-Savings Benefits
Wide Range of Funding Options
Determine Level of Involvement
Ability to Target Support for Causes that Matter Most to You
Plan for future
Thoughtful Estate Planning to Leave a Legacy of Caring
Plan Now for Lasting Legacy Using Varity of Possible Funding Options
Charitable Bequest
Charitable Remainder Trust
Life Insurance
Retirement Fund Assets
Your legacy, OUR mission.
Create a lasting impact on your most cherished causes while gaining tax benefits for yourself. Contact us today and help build a brighter future.