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.
Announcing the Donor and Advisor Partner Program!
We understand that your relationship with your client is a valuable one and that you are a trusted member of their financial advising team. This is why we at the Community Foundation of Greater Fort Wayne have launched the Donor and Advisor Partner Program. This program offers the flexibility for Investment Advisors to continue to manage the assets of their client’s donor advised funds. The Community Foundation is here to foster growth of philanthropy and to a be a resource for you and the work that you do.