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.
A panel discussion for Professional Advisors was held on the benefits and challenges of the 2018 tax law changes and the impact on community philanthropy.
Sept. 4, 2019: Join us for a special program on the benefits and challenges of the 2018 tax law changes.
Thanks to all who joined us for a fabulous Professional Advisor's networking event on June 6th.