List of 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 tools, sample fund agreements, sample bequest language, and continuing education workshops for your benefit as you work with clients.
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. Below is a list of professional advisors who have assisted Donors in making gifts through the Community Foundation
Bank & Investment Companies: