We are here to help you help your clients! We consider attorneys, CPAs, financial planners, trust officers, insurance agents, and other financial professionals to be some of our most valued partners in charitable giving.
We would love to work with you and help you maximize your client’s charitable giving.
Help your client make a difference: While some donors know exactly how they want to use their philanthropic dollars, others may desire guidance. This is where the Community Foundation comes in. We can walk your clients through various exercises that help your clients find their passions and what they are charitably inclined to.
We understand that people trust what they know. That is why we offer donors the flexibility to recommend an external Investment Advisor to manage the assets of their donor advised fund referred to as our Donor and Advisor Partner Program. This customized investment approach allows donors to work with an Investment Advisor they know and trust, while our expert staff work with these donors to help them accomplish their philanthropic goals. This personalized philanthropic experience, combined with knowledgeable financial advisors with long-standing relationships, is a winning combination for donors, advisors, and the community.
Reach out to Alison to talk about how we can help you maximize your clients’ charitable giving. We are here to help!
CFGFW Connect for Professional Advisors: We send a regular e-newsletter for accountants, attorneys, and financial advisors with timely tax and charitable giving tips for you and your philanthropic clients. Subscribe today!
To learn more, please contact:
Alison Gerardot, CFRM
Chief Impact Officer
You can also contact another member of our Philanthropic Services team.