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

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

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Liana Garcia

Director of Gift Planning

203-974-1646

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Sharon Cappetta

Director of Development

203-777-7071

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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.

Read More »

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)

Read More »

Special Financial Planning Opportunities with a Focus on Charitable Planning (RECORDED)

A special program for professional advisors held on June 25, 2020

Read More »