Professional Advisor Center

We help professional advisors as they work with their clients to:

• Create giving plans that achieve their charitable goals.
• Design legal and administrative structures to achieve those goals.
• Make charitable giving as tax-efficient as possible.

Learn more about:

Donor Advised Funds
Charitable Gift Annuities
Starting a Scholarship Fund
Funds for Nonprofits
Using DAFs Instead of or in Partnership with Private Foundations

For additional information, please contact Kristin Leutz or Katie Allan Zobel, Vice President of Philanthropic Services, to access without charge, the considerable gift planning experience of the Community Foundation's staff.