Professional Advisors

A full understanding of the possibilities of charitable giving and other specific tax benefits can help your clients achieve financial, personal or business goals. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our website makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice. 

Learn about our Financial Advisor Program

On May 17, the Community Foundation held a reception and panel discussion on philanthropy for the professional advisor community featuring Irwin & Joan Jacobs and Patrick & Lilian Carney