Philanthropy is a very personal decision. A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.
Community Foundations can support you and your clients at every step in the charitable giving process. We can help you:
Why do Professional Advisors Work with Community Foundations?
It is a win-win-win for the client, professional advisor and community foundation.