Professional Advisor

Your Community Foundation is your expert in charitable giving. With more than 20 years of experience in charitable giving, local expertise and a host of resources available, we work with clients to create a giving plan that meets their goals. Whether it’s a family, individual, team or organization and no matter the amount, everyone has the opportunity to make an impact in their community.

As your professional advisor in charitable giving, we work in partnership with attorneys, insurance and financial advisors, accountants, financial planners, and more to provide the resources that your clients need to strategically and effectively guide their charitable investments.

Take a look at our Giving Guide for more information on giving through your Community Foundation.

Resources

Are You A Professional Advisor or do you work with one?

Hare are some great resources to talk about charitable giving, how community foundations can help and more…

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Connect with CEO Tracey Vavrek to explore your Community Foundation’s as the ultimate resource for charitable giving.