Your clients rely on you. We can help.
Your clients turn to you for advice. They rely on your expertise to help them achieve their goals. One of those goals may involve charitable giving. The Community Foundation serves as a vehicle for easy, tax-effective giving. We have earned the trust of many financial advisors and we welcome the opportunity to work with you.
While some donors know exactly how they want to use their philanthropic dollars, others may desire guidance. CFGFW’s staff specializes in connecting donors with the nonprofits and community projects that best match their goals and interests.
how we partner
It’s not easy to develop a plan that takes into account your client’s financial and charitable needs. We are here to help you help your clients!
start the conversation
Talking about charitable giving with your clients can be good for your business, clients, and can make a significant impact on the community!
Advisor Toolkit
We offer resources to help you answer client questions regarding charitable giving through the Community Foundation!