Professional Advisors

Our Commitment to You

You are committed to providing your clients expert financial or legal advice. We are committed to providing you with the tools and resources you need when your clients’ goals include charitable giving.

We provide online tools, sample fund agreements, and continuing education workshops for your benefit as you work with clients.

 

Professional Advisors Learning Portal

Access a variety of tools such as Deduction Calculators and Charitable Tax Reference Documents in our Learning Portal.

 

Philanthropic Round Table – Professional Advisor Recognition

We are grateful to the many professional advisors: attorneys, trust officers, accountants and financial planners who help connect their clients to the Community Foundation in order to realize their charitable dreams. We extend our sincere thanks to the following advisors for facilitating gifts to the Community Foundation:

Alan Alderfer

Mike Armey

E. Lee Bazini

Michael Bergen

Jack Birch

George Buckingham

George Bumbaugh

James Butts

Neal Carlson

Ron Cassedenti

David Cates

Bob Condon

John Elliott

Craig Finlayson

Joseph Gaafar

Bob Gephart

Laura Hansen Dean

Phil Harris

Richard Helm

Lee Heyde

Martin Hillery

Becky Hillyard

Robert Hines

Tammy Keirn

Jeanine Knowles

Joanne Kolbe

Dana Krull

Mike Kubacki

Vern Landis

Jay Lavender

 

Dan Leininger

Andy Lewis

Peggy Michel

Rick Morris

Ralph Naragon

Rick Pearl

Stan Pequignot

Mark Piazza

Max Reed

Rex Reed

Paul Refior

Jay Rigdon

Charles Roemer

John Sadler

Mike Shade

Steve Snyder

Larry Stanley

Paul Stoelting

Margaret Sturm

Craig Tidball

Teresa Tracey

Mike Valentine

Jim Walmer

Sally Wilson

Scott Wolfrum

Jerry Yeager

If you have facilitated a gift from a client to the Community Foundation, please let us know so that we may include your name for future recognition.

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