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Professional Advisor Resources

Professional Advisor Resources

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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, 8:30 am to 5:00 pm, Monday through Friday.

Or send an email to [email protected]

Located in west suburban Cook County, immediately west of the City of Chicago, the 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.

Advantages of Working With the Community Foundation

  • We are here to help your clients complete the sentence, “I want to make a difference in the world by…”

  • You remain in control of the client relationship. We work through you in whatever capacity you deem appropriate to meet your clients’ charitable-giving goals.

  • We 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.

  • The 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.

  • We have comprehensive knowledge about our communities and can help your clients’ giving be more effective by providing avenues for giving that have significant impact.

  • Your 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.

  • Larger 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.

  • Our fees are competitive and help sustain all aspects of the Community Foundation.

  • You 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.

  • The Oak Park-River Forest Community Foundation staff is donor-focused. Our Philanthropic Advisor Carrie Summy is skilled in solving complex gift situations, and has the ability to assure the client that desires confidentiality.


1049 Lake Street, Suite 204
Oak Park, IL 60301


 By phone:          Office visit:
 M - F    T, W, Th
 9 am - 5 pm    9 am - 5 pm

On Mondays and Fridays, staff may be working remotely. Please make an appointment in advance or call ahead to verify that someone is available to receive you.

OPRF Chamber of Commerce 
Proud member of the Oak Park-River Forest Chamber of Commerce

Community Accredited Foundation  AICF Logo
Confirmed in Compliance with National Standards for U.S. Community Foundations