Giving for Professional Advisors

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 resources and partner when you need personalized, flexible, high-impact options to help your clients achieve their goals for giving. If your client is thinking about making a complex charitable gift today or leaving a charitable legacy for the future, we offer a variety of options. With smart planning, you can help your client make a gift that will benefit the causes they car about for years to come.

You are the driver of your client relationship. Our goal is to serve as your philanthropic consultant, a valuable member of your team helping you achieve your clients’ goals. We offer:

  • Confidential, cost-free resources for charitable planning
  • Community knowledge
  • Flexible tools for lifetime and legacy gifts
  • Management for gifts of complex assets
  • Personal, local, highest-quality donor services
  • A trusted partnership that enhances your relationship with your clients

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

The Community Foundation is committed to working with professional advisors to help your clients realize their charitable goals. Here are some of the ways we can help you:

Program Description

Each year, a select group of 12-15 civically engaged professional advisors from a variety of fields and all areas of the Greater Birmingham region are nominated to participate in the Professional Partners in Philanthropy (PPP) Leadership Forum. The group includes participants from a variety of professional backgrounds who share a common drive to increase their knowledge about this community to better serve their clients.

The PPP Leadership Forum has two half-day sessions consisting of panel discussions, site visits, expert presentations, case studies and an opportunity to network across professional fields with other values-based advisors.

Professional Partners in Philanthropy Class of 2018–2019

Nancy Ball – Cabaniss, Johnston, Gardner, Dumas & O’neal LLP
Aimee Burgess – Warren Averett
Winston Busby – Sirote & Permutt PC
Rodney Davis – Law Office of Rodney Davis LLC
Brooke Everley – Everley Law, LLC
Corey Green – BB&T Bank
Richard Litrell – Oakworth Capital Bank
Katie Bee Marshall – Marshall & Shaw (Co-Founder)
Beth Moody – The Welch Group
Karen Moore – Pearce Bevill Leesburg Moore PC
Lauren Pearson – Hightower Twickenham
Marshall Rathmell – BCR Wealth Strategies
Elliot Robbins – Arlington Family Offices
Laura Sanders – Maynard Cooper & Gale
Cherion Sibley – BMSS
David Ward – Bridgeworth Financial, LLC

Give Today

If you are interested in partnering with the Community Foundation to manage your charitable giving during your lifetime, the Community Foundation has many options to help you meet your philanthropic goals.

Learn More

Give Tomorrow

Many donors elect to make a substantial charitable contribution through their estate plan, when assets they protected for use during life become available to leaving a lasting legacy in the community.

Learn More

Ways to Give

Assets We Can Accept

View Assets

Sample Bequest or Beneficiary Designation Language

View Sample

Sample Fund Agreements

Professional Partners in Philanthropy

The mission of the Professional Partners in Philanthropy Leadership Forum is to ignite passion for transformational change in our community by engaging the next generation of professional advisors and providing them with the commit knowledge and other tools to help them strategically serve their charitable clients. The Community Foundation is uniquely positioned to offer a robust, far-reaching educational and networking program for accountants, attorneys and financial planners that will enhance their ability to help clients capitalize their personal values and realize their full philanthropic potential.

Learn how you can make an impact today