Professional Advisor Center

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

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

Please use the links to the left to learn more about our planned giving arrangements and educational resources available as you help your clients achieve their charitable ambitions. 

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