Professional AdvisorsNext Section
Attorneys, accountants, financial planners and other professionals partner with the Community Foundation to help clients reach their charitable goals. Working with the Community Foundation helps advisors expand their capabilities to meet client needs, while retaining control of the client relationship. Our business is philanthropy. We are here to tailor giving plans to fulfill your client wishes, whether it is creating immediate impact or leaving a legacy.
- Your Partner: Think of us as an extended member of your team working with you to serve your clients in any manner you choose without any charge to you.
- Talking Philanthropy: We know talking about philanthropy isn’t always easy. We can offer some suggestions and tools for bringing up the conversation.
- Community Knowledge: Beyond charitable giving, we can work with your clients to create a personal philanthropy plan, better understand community needs and how their giving can make the most impact on causes important to them.
- Education: We are in touch with the latest in philanthropic and charitable giving news so you don’t have to be. We offer educational and informational opportunities as well as legislative updates on philanthropy matters to help you best serve your clients.
Annual Advisor Seminar
Attend the annual seminar for professional advisors and hear from top leaders in the field. The 2020 seminar has been cancelled due to COVID-19, but we are looking forward to seeing you in the spring of 2021.