Articles for Advisors

Explore this PDF archive of the Community Foundation’s informational articles for professional advisors:

• Year-End Reminders for Your Charitable Clients
• Charitable lead trusts: A timely revival
• Donor advised funds: Working hard for communities in crisis
• At Your Service: Helping Your Clients Reach Their Charitable Goals

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Contact

Ellen Leuchs

Vice President for Philanthropic Services

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Daisy Pereira-Tosado

Director of Philanthropy

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