Advisors

A Partner for Local Good

We work closely with professional advisors to enhance and support donors and their giving. When your client’s needs involve charitable giving, we can partner with you to help align their charitable and financial goals.

Think of the Community Foundation as the charitable arm or philanthropic specialist on your team. We understand the deep relationships you have developed over the years with your clients. Our goal is to maintain that trust as we work together to develop a philanthropic strategy that enhances your client’s charitable giving. We will partner closely with you to make sure the experience for your client is seamless, convenient, and rewarding.

By utilizing our giving expertise, you help your clients connect their passions with purpose and strengthen the relationship with your client thereby strengthening the community at large. What you don’t know about the Community Foundation might surprise you.

We can give you tips on how to add philanthropy to your planning conversations with clients.
We are happy to partner with you and speak at lunch and learn events you may offer to your clients. We look for opportunities to work together on presentations and public speaking engagements.

As a professional advisor, you’re instrumental to the impact, longevity and success of the Community Foundation. We are here to help you develop a philanthropic strategy that is rewarding for you, your client and your community. Together we can build a partnership that changes lives – for the local good.

Philanthropic Tools

We can work with you and your client to establish a fund that will best accomplish their philanthropic goals while also meeting their financial and estate planning objectives.

Gift Asset Options

We accept a wide range of assets and have significant experience managing gifts of complex assets.

Charitable Fund Types

We’ll work with you and your client to identify the charitable giving option that fulfills their philanthropic goals whether now or through a planned gift.

Libby Fennell

Let us help your clients discover the joy of giving. Contact Libby Fennell, Director of Development & Donor Services at libbyfennell@cfcsra.org or 706-724-1314.