Professional Advisors

Let us help YOU

Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community.

9th Annual Professional Advisor Seminar
Bryan Clontz, President of Charitable Solutions, LLC, discusses the importance of considering assets, not income, for charitable giving.

He also emphasizes that clients expect their professional advisors to initiate the conversation about charitable giving.

See more photos from the May 10, 2012 Professional Advisor Seminar at the Olmsted.

Among the many advantages of working with us, the Community Foundation offers for the professional advisor:

• A cost-free resource for charitable planning

  Since 1984, the Community Foundation has worked with estate planners, financial advisors, accountants and attorneys to help their clients with charitable planning.

• A philanthropic partner that embraces your practice

  The Community Foundation never looks to eclipse your role—we want to enhance it. We all benefit from the strongest possible relationship between you and your client. We can work entirely in the background or attend every meeting with you. It's your choice.

• Free accredited seminars, print and online resources, and professional gatherings

  The Foundation offers a free, accredited continuing education seminar each year featuring the valuable information to enhance your charitable planning services.

We also offer:

- An online gift calculator and GiftLaw, a web resource that provides a constantly-updated compendium on charitable giving and tax information;

- A monthly electronic newsletter featuring the latest information on the Community Foundation's services, programs and opportunities for your clients;

- Opportunities to meet colleagues in a relaxed atmosphere at our offices through our Coffee. Conversation. Community. program.

When your charitable clients are ready to maximize their giving or plan their legacy, you can trust our gift planning staff to work with you to create the best philanthropic plan. You can reach them at 502.585.4649, giving@cflouisville.org or email a staff member directly.