Professional Advisors
We value your role in helping your clients build their wealth and make the best use of their resources.
Philanthropy can play an important role in planning, but the conversations can be tough and the decisions important. For over 20 years, we have been helping professional advisors like you guide their clients to leave a lasting legacy for the good of our community.
We are available to talk with you and your clients about options for making their generosity last. Show those who trust you, just how much you care by helping them maximize their power to do good.
A little goes along way. Watch this video to see what it would look like for our community if we all just gave a little bit.
Types of Funds
The Porter County Community Foundation provides the administrative framework and asset management to allow donors to make lasting contributions to support a wide variety of local charitable causes. The Foundation can help you serve your clients by establishing any of the following types of funds:
Unrestricted Funds
Your clients can use their gift to meet ever-changing community needs including future needs that often cannot be anticipated at the time the gift is made. The flexibility of an unrestricted gift enables the Foundation to respond to the community's most pressing needs, today and tomorrow.
Donor Advised Funds
This fund is a perfect choice for clients who wish to have ongoing involvement in the use of their gift. Donors may work with the Foundation staff, identifying ways to use dollars from the Donor Advised Fund to address the issues and needs they care about most.
Field of Interest Funds
Your client can target a gift to address needs in a specific area of community life, such as the arts, scholarships, seniors, or youth. Once your client names the field of interest, the Foundation’s board awards gifts from the fund to benefit agencies and programs making a difference in the client’s area of interest.
Designated Funds
Your client can direct your gift to a specific agency or purpose. Your client identifies the recipient(s) to benefit through the gift, and Foundation staff manages the annual distribution of funds.
Scholarship Funds
Your client can create a named scholarship through the Foundation as a way to assist students and honor family, friends, or someone special. Your client is able to create the criteria for the educational scholarship.
Keegan Whaling Memorial Scholarship
The fate of many lives changed one October morning when 20-year old Keegan Whaling died unexpectedly in a boating accident.
Just days after this heartbreaking loss, one of Keegan’s friends, Kevin, searched for a way to honor his longtime friend. What started as a spark in Kevin’s mind was encouraged by his family along with other friends of the Whaling family. Their shared grief and heartfelt vision gave rise to the Keegan Whaling Memorial Scholarship Fund to support graduating Valparaiso High School seniors pursuing a major in the arts.
The families had no idea that during a time of such tremendous grief and pain, that this idea would inspire a community to come together to show love, support, and encouragement to the Whaling family and great love for Keegan. Friends and strangers alike are helping celebrate Keegan not only today, but for generations to come.
A glimmer of hope for healing has grown into a way of connecting generations. The Keegan Whaling Memorial Scholarship will live in perpetuity as a committee of Whaling family members and close friends awards annual scholarships to students who embody the qualities Keegan was so well known for. This endowed fund at the Porter County Community Foundation will continue to serve as a lasting legacy, keeping Keegan’s memory vibrant, forevrer.
Additional Resources
For more information about how the Foundation can help you serve your clients,
please contact us at 219-465-0294.