Professional Advisors

As a professional who advises clients 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 tools 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 clients make gifts that will benefit the causes they care 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, high-quality donor services
  • A trusted partnership that enhances your relationship with your clients

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

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 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.

Program Description

Each year, a select group of 15-20 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 diverse 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 philanthropically inclined advisors.

Professional Partners in Philanthropy Class of 2020

Malcolm Albin – Merrill Lynch
Brandon M. Cleveland – BBVA Bank
Jeris Gaston – Bridgeworth
Morgan Henry Gearhart – Argent Trust Company
Cicely Jones – MPA Financials
Michael Kassouf – Kassouf & Co.
Miller Kreider – 1919 Investment Counsel
Heather Locklar – Warren Averett
Jennifer J. McEwen – Maynard, Cooper & Gale, P.C.
Anna T. Miller – Hughes and Scalise, P.C.
Cam Shepherd – Turpin & Associates, P.C.
Morgan L. Spain – Lincoln Financial Advisors
Alexis Thomas – A. Thomas Law Group, LLC
Braxton A. Weimer – Morgan Stanley
Uriah D. Williams – Morgan Stanley
Darlene L. Wilson – Relay Accounting Management
Melissa H. Yan – Maynard, Cooper & Gale, P.C.

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.

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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.

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Ways to Give

Assets We Can Accept

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Sample Bequest or Beneficiary Designation Language

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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