How do you make a decision about your charitable legacy? For many people, setting up an Advised Fund at the Community Foundation or making a bequest to a favorite charity involves the services of a trusted advisor – a lawyer, accountant or financial advisor who can offer options that allow you to take care of your family as well as the causes you love.
Anne Bethea knows the opportunities and the challenges of that special relationship first-hand, thanks to her own background in financial services. Now, as Director of Gift Planning for the Community Foundation, she looks forward to developing partnerships with professional advisors and their charitable clients.
“So many options are available for individuals, families and businesses to make the most of their charitable gifts today or as part of an estate plan,” said Anne, who is working with Erin Stephenson, Vice President Development. “I look forward to building on strong partnerships that already exist across our community. “
Contact Anne directly at 327-3827 or check her staff listing to connect by e-mail. Or explore our website for more about how we work with professional advisors.