Professional Advisor Center

The Community Foundation helps professional advisors as they work with their clients to:

• Understand, articulate, and prioritize their charitable giving interests and goals.
• Design legal and administrative structures that will most effectively achieve those charitable goals.
• Make their giving as tax and economically efficient as possible.

Learn more about:

• Planned Giving arrangements
• Educational Resources including Custom Presentations and free consultations
• Free online technical resources from the Planned Giving Design Center – an extensive website of information on charitable gift planning including
  • Detailed and technical information on tax and other legal aspects of charitable giving
  • Calculators to determine the deductible portion of split interest gifts
  • Charitable gift annuity rate tables

Contact Kristin Leutz or Katie Allan Zobel, Directors of Development, to access without charge, the considerable experience of the Community Foundation's staff.