For Advisors

We support you in serving your clients

 

As a professional who advises clients – individuals, families or businesses – about charitable giving, you play a key role in philanthropy. The Community Foundation is a uniquely valuable resource and partner when you need personalized, flexible, high-impact options to help your clients achieve their goals for their giving.

If your client is thinking about making a complex charitable gift or leaving a charitable legacy, we offer a variety of options. With smart planning you can help them make a gift that will benefit the causes they care about for years to come.

You are the driver of the client relationship. Our goal is to be your philanthropic consultant, a valuable member of your team.

Questions?  Please contact  Brooke Coleman for a confidential consultation to explore the options available to your clients.