Partnering with Professional Advisors

Strengthening your client relationships and helping them achieve their charitable goals.

NEW: Investment Partners Program

Learn how you and your clients can partner with us to benefit from our local services and community knowledge! Learn more here.

Did you miss our Professional Advisors Free Webinar?

We’ve got you covered! View our presentation,“How to Amplify Your High Net Worth Practice with Charitable Planning,” with featured presenter Dana J. Holt. Visit our Media Resource Page here.

Your Community Foundation
is here to support you

You play an important role in helping your clients on their philanthropic journey. We consider you our valued partners in philanthropic giving!

"I've been an estate planning elder law attorney for 35 years and most of my work is helping individuals and families navigate legal barriers in planning for the future. I've always found working with the Community Foundation a terrific collaboration that’s made my job so much easier in providing my clients solutions to their giving goals.”

Ben Adams Estate Planning Attorney, McCarty Law, LLC

Click on this Community Foundation information guide → → →
to help you understand what we do, and to help you inspire your clients as they begin their journeys toward playing an integral role in making our community a better place for all.

Together, we make a big difference, and ensure that your clients’ gifts last forever so that our community will always flourish.