As an attorney, accountant, wealth manager, financial planner, insurance agent, or other trusted professional advisor, you have clients who care about philanthropy. Over the years, we have proven ourselves to be a valued partner when it comes to assisting you and them with charitable giving.
We know that developing a charitable plan that meets the needs of your client’s financial and charitable goals is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic objectives is both a privilege and a challenge. From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, our team of professionals can support your efforts to find the best solution for your clients.
Our Professional Advisors Council is a selected group of advisors, committed to conscientious giving in our community, who often turn to the Community Foundation as a solution for their clients. They regularly promote philanthropy and help clients achieve their philanthropic goals through us.
We offer a variety of giving vehicles, all with the highest allowable tax benefits.