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:
E. Lee Bazini
Laura Hansen Dean
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.