The Youngstown Foundation

Planning with The Youngstown Foundation

Partner With Us to Empower Your Clients’ Giving

The Youngstown Foundation is committed to serving as a trusted partner in supporting your efforts to help your clients achieve their philanthropic goals. With a rich range of resources, our staff is available to work with you and your clients to create a giving strategy customized to specific philanthropic interests. We help individuals, families and businesses whether they are engaged in retirement, tax or estate planning.

Your clients expect to discuss charitable giving as they make their financial plans and they will appreciate the charitable impact and tax advantages you help them achieve by working with The Youngstown Foundation. As a local organization we are able to offer personal service and are ideally positioned to help you deliver customized giving solutions to your clients, so you can focus on managing and growing your own business.

Giving through The Youngstown Foundation is right for your clients if they...
  • Currently give to one or more charitable causes
  • Care deeply about their community
  • Are interested in creating a personal or family legacy in the community
  • Are considering the creation of a private foundation, but are concerned about cost and administrative complexity
  • Want to receive maximum tax benefit for their charitable contributions under federal law
  • Place a priority on sound financial management of their contributions
  • Want personal involvement in their charitable gifts

Our staff understands the nuanced nature of the trusted advisor relationship. We are flexible and can adapt to your needs in order to play a prominent or lesser role in helping your clients manage their charitable giving in the smartest and most fulfilling ways possible.

Ribbon cuttingThe Youngstown Foundation staff is available, confidentially and free of charge, to assist you and your clients with determining the options available for philanthropy. Contact at 330-744-0320.

What Financial Advisors are saying about The Youngstown Foundation

“The Youngstown Foundation goes out of its way to make this a positive experience for my clients… one that they feel really good about, and so do I.”

“Everyone has a different vision. No matter how complicated, The Youngstown Foundation knows the right questions to ask to identify the donors’ charitable objectives.”

“My clients favor Donor Advised Funds because they eliminate the paperwork, money management and complicated tax returns of a private foundation, yet clients can be engaged in the grant awarding process to decide what issues and causes they want to support.”

  In This Section:

If you are a financial advisor and would like to create a legacy benefiting your client, and the community; please contact us by filling out the form, or calling

   Lynnette Forde, President
   Phone: 330-744-0320


First & Last Name:


Phone Number:

Email Address:


Request an informational
brochure for your client

Enter this code below


Give | Receive | Plan | About
Site Map | Privacy Policy
City Centre One Building, 1st Floor - P.O. Box 1162 | Youngstown, OH 44501 | P: 330-744-0320 | F: 330-744-0344 |
Copyright © 2020 The Youngstown Foundation. All Rights Reserved. Site design by PALO Creative