Professional Advisor Resources
Help Meet Your Client's Charitable Goals
How can working with your local community foundation help your clients achieve their charitable giving goals? As an attorney, financial planner, accountant or other professional advisor, we share the same goals as you: to help your client maximize their charitable and financial goals. We are your trusted resource to help your client better understand the needs of the community and how their giving can make the most impact on the causes they care about. We are your partner in philanthropy.
According to the 2018 U.S. Trust Study of The Philanthropic Conversation, professional advisors who talk to their clients about their charitable goals receive 60% more referrals from clients and have deeper relationships with 74% of their clients.
Webinar Series
Once a month, we host an educational webinar for professional advisors. By supporting you through education on the best gifting strategies, you can deepen your relationship with your clients and help maximize giving while potentially reducing taxes for them. All webinars are free of charge but do require registration.
Previous Topics:
- Impact Investing: Education to Action
- Qualified Plans and Testamentary Planned Gifts
- Holistic Planning
- Year End Giving Strategies
- Estate Planning and Tax Planning Strategies
- Charitable Gift Annuities: What You and Your Clients Need to Know
- Supporting Your Clients and Adding Value During Times of Crisis
- Giving Opportunities in Low Interest Rate Environments
- Corporate Advised Funds
- Real Estate and Other Unique Gifts
- Investing for Foundations and Investment Outlook
Past Webinars
You can view our library of past webinars on YouTube.
Upcoming Webinars
Check back for upcoming events! In the meantime, check out our library of past webinars.