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.
Events
Testamentary- Charitable Gift Annuities ›
10.20.2020
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.
Whiskey the Old Fashioned Way: A Special Program for Professional Advisors ›
09.25.2020
Dr. Jessica Spector explores the history of spirits through the classic drink (held on Sept. 25, 2020)
Special Financial Planning Opportunities with a Focus on Charitable Planning (RECORDED) ›
A special program for professional advisors held on June 25, 2020
