Connecting Donors, Financial Advisors and Local Nonprofit Organizations
Recognizing gaps in philanthropic services that help donors and charitable organizations connect to build a better future for the community, Community West Foundation created the Invest West® program.
With an innovative selection of philanthropic services and products, Community West provides donors with a variety of giving options under the new Invest West® program – Philanthropic Services, Colleague Program and the Financial Advisor Program.
- Invest West® offers a variety of Philanthropic Services, including Donor Advised Funds, to help donors invest in the causes they care about.
- Community West Foundation also works with the financial community through our Financial Advisor Program, which allows a financial advisor to partner with us on clients’ behalf.
- Our passion is to help our local charities, and through our Colleague Program we offer the guidance of our staff to share our knowledge of major planned gift vehicles and planned giving strategies.
Whether you want to create your own charitable fund or simply learn about options for local giving, we can help. The time for investing in our community has never been better, or more important. Contact us to get started.