Professional Advisors

Whether you’re an attorney, accountant, financial planner, investment manager, or other professional advisor, our goal is the same as yours: to help your clients create a giving plan that maximizes both their charitable and financial goals. As your partner in philanthropy, the Community Foundation of Louisville is a trusted resource and extended member of your team. Our purpose is not to take your place, but to help your client better understand our community’s needs and how their giving can make the most impact on the causes they care about. In fact, we encourage you to maintain an active relationship with your client.

Q&A with Turney Berry

Turney Berry has represented and has been counsel for the Community Foundation of Louisville for nearly 30 years. He has seen the Foundation grow and flourish over the course of three decades and consequently has a perspective of its success that dates back to the beginning.

Advisor E-Newsletter sign up

If you’re interested in signing up for our Advisor E-newsletter, which is a great way to learn how charitable funds can assist you in meeting your client’s philanthropic, estate, and tax planning goals, please email [email protected].

 

How We Can Help

Talking Philanthropy: Let us help identify your clients’ charitable interests and goals. We’re plugged into the pulse of our community and the latest in philanthropic news, so you don’t have to be.

Maximum Tax Benefits: Our expertise pairs your clients’ personal charitable interests with the most current tax savings information and charitable giving legislation.

Demonstrating Need: We are uniquely positioned to provide insight on the needs of our community and organizations that are making a difference in the areas your clients are most passionate about.

How Giving Works: Our team has years of grantmaking experience and can offer a full range of administrative support related to charitable giving.

Lasting Legacy: Under our careful stewardship, your client’s generosity will grow — their gift will support their philanthropic wishes well beyond their lifetime.

Professional Development: Attend our annual seminar for professional advisors and hear from leaders in the field of charitable gift planning.

Endow Kentucky Tax Credit

Annual Advisor Seminar

Call us to learn more about how we partner with Professional Advisors.

Heather Cash, JD
Heather Cash, JD
Vice President Development & Stewardship
502.855.6955
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