Financial Advisors
Download our quarterly newsletter for Financial Advisors, The Advisor Impact.
Resources for Financial Advisors
Please follow these links below for additional
information:
Planned Giving Design Center: This is a full resource website to help professionals engaged in planned giving on their clients' behalf.
Newtithing: Determine your client's charitable potential.
Investment Partners Program: The Community Foundation works with clients and investment managers who have an existing relationship.
The Community Foundation also offers several other
services to financial advisors, including consultations and presentations.
Please
contact us for further information.