The Foundation hosts networking events for professional advisors at various locations throughout its 20-town region.

The Community Foundation has trusted relationships with community leaders and a wealth of knowledge about the needs and priorities of the region built over 90 years. Professional advisors working with The Foundation benefit from this collective knowledge and from the relationships formed with colleagues.

Professional Advisors Council

The Foundation's Professional Advisors Council consists of leaders in the allied advisory fields such as estate planning, wealth advising, accounting, financial planning, and insurance that work with us to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning.

Professional Advisors Council

Professional Advisor Partners

Professional Advisor Partners are skilled professionals who have worked with their clients to carry-out their charitable wishes through The Community Foundation.

Professional Advisor Partners

Events

Special Financial Planning Opportunities With a Focus on Charitable Planning (RECORDED) ›

Review strategies to help take advantage of special one-time opportunities, including conversation strategies that are most effective in communicating with donors at times like this.

The SECURE Act PA Program (RECAP) ›

On February 26, 2020, professional advisors explored key provisions of the 2019 SECURE Act, enacted to encourage Americans to save for retirement

Donor Briefing Recap: Complexity, Controversy and Opportunity ›

Growing charitable capital and investment strategy explored at Donor Briefing

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HOW CAN WE HELP?

Liana Garcia

Director of Gift Planning

203-974-1646

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Sharon Cappetta, CAP®

Director of Development

203-777-7071

Send Email

Top 10 ways to give smarter at the end of 2020

From Russell James, J.D., Ph.D., CFP®

Professor of Charitable Financial Planning at Texas Tech University

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Testamentary- Charitable Gift Annuities

Johnne Syverson, CFP®, CAP, V.P. of the National Gift Annuity Foundation shows how a Testamentary Charitable Gift Annuity (T-CGA) can improve overall planned giving offerings for your clients. Learn how clients with IRA assets can pass them on to their heirs with minimal tax impact and no initial up-front expenses.

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Whiskey the Old Fashioned Way: A Special Program for Professional Advisors

Dr. Jessica Spector explores the history of spirits through the classic drink (held on Sept. 25, 2020)

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