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