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Let's talk.

Foundation staff is always available to discuss individual client needs or answer advisor questions.

Call us at 708-848-1560, 8 am to 6 pm, Monday through Thursday.

Advisor Resources

Bequest Language

Investment Policies

Administrative Fees

Advantages of Working With Us

  • a rightThe Oak Park-River Forest Community Foundation makes an ideal partner to assist with your clients’ charitable giving. Our goal is to enhance both the advisor/client relationship and client satisfaction by helping your clients fulfill their philanthropic plan with minimum fees, simplicity, flexibility and maximum tax benefits.
  • a rightWe are here to help your clients complete the  sentence, “I want to make  a difference in the world by. . . ”
  • a rightYou remain in control of the client relationship. We work through you in whatever capacity you deem appropriate to meet your clients’ charitable-giving goals.
  • a rightWe help you meet client expectations. Research indicates that many who seek financial-planning advice want and expect to talk about philanthropy and how they can achieve both charitable-giving goals and also tax advantages.
  • a rightThe Oak Park-River Forest Community Foundation provides maximum federal and state tax benefits, tailors giving plans to meet your clients’ particular needs, and provides a more simplified and cost effective alternative to a private foundation.
  • a rightWe have comprehensive knowledge about our communities and can help your clients’ giving be more effective by providing avenues for giving that have significant impact.
  • a rightYour client can donate a variety of assets, from cash and appreciated stocks to real estate and more complicated assets. Assets can be given now or later, as part of their estate plans.
  • a rightLarger gifts (minimum of $500K) provide the donor with the option of allowing his or her gifts to remain invested with the client's current money manager.
  • a rightOur fees are competitive and help sustain all aspects of the Community Foundation.
  • a rightYou may stay connected with your clients across generations by helping them establish and maintain a charitable legacy for their children and grandchildren through a foundation fund.
  • a rightThe Oak Park-River Forest Community Foundation staff is donor-focused. Our Donor and Grants Officer Rhea Yap (This email address is being protected from spambots. You need JavaScript enabled to view it.) and our President and CEO, Kristin Carlson Vogen (This email address is being protected from spambots. You need JavaScript enabled to view it.)  are skilled in solving complex gift situations, and have the ability to assure the client that desires confidentiality.

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