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.
Your clients rely on you. We can help.
At the Community Foundation, we offer a host of resources for professional advisors to help you deepen and expand your client relationships through philanthropy.