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Marion Community Foundation

For you. For Marion. Forever.

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Resources

Resources

For Professional Advisors

This Resources page is designed for use by professional advisors — such as attorneys, investment professionals, accountants, funeral directors, insurance agents, and similar — and provides detailed information on Marion Community Foundation — how to establish charitable endowment funds, our investment and spending policies, and other aspects of the Foundation’s operations.  It is intended as a guide for professional advisors seeking to inform their clients on planned giving options available through Marion Community Foundation.

We make things easy for you and your clients.
  • Marion Community Foundation does all the work for your client to establish charitable funds.
  • Our services are FREE to you and your clients.
  • We help you plan and discuss alternatives with your clients.
  • We are donor/client directed and focused.

Click here to view our Profile Book, our most comprehensive publication about Marion Community Foundation. Or – for a quick overview – our Basic Info Flier.

Click here to access our Advisors’ Toolkit, a comprehensive resource guide for professional advisors.

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MAILING ADDRESS
504 South State St.
Marion, Ohio 43302

EMAIL
info@marioncommunityfoundation.org

PHONE
740-387-9704

HOURS
Monday-Friday
9AM-5PM

OUR MISSION is to continually improve the Marion area community through philanthropy, leadership & civic engagement.

OUR VISION is a generous, educated, healthy, collaborative, and vibrant community.

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