Advisor Center

Professional Advisor Center

We help professional advisors as they work with their clients to:

  • Create giving plans that achieve their charitable goals.
  • Design legal and administrative structures to achieve those goals.
  • Make charitable giving as tax-efficient as possible.

We recently honored a local advisor with our Distinguished Advisor in Philanthropy Award.

Learn more about:

Shearer-thumbnail Donor Advised Funds

Shearer-thumbnail Planned Gifts

Shearer-thumbnail Designated Funds

Shearer-thumbnail Scholarship Funds

Funds for Nonprofits
Using DAFs Instead of or in Partnership with Private Foundations

For additional information, please contact us, to access, without charge, the considerable gift planning experience of the Community Foundation’s staff.