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 Advisor Partners
Professional Advisor Partners are skilled professionals who have worked with their clients to carry-out their charitable wishes through The Community Foundation.
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.
On February 26, 2020, professional advisors explored key provisions of the 2019 SECURE Act, enacted to encourage Americans to save for retirement
Growing charitable capital and investment strategy explored at Donor Briefing