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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.”

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.

Donor Information Guide cover
Click here

We’re here to help you tailor a gift or a charitable fund
to your clients’ unique interest and goals!

Your Community Foundation helps you:

Charitable giving plans that fit your clients’ values, beliefs and goals!

Flexible charitable funds from a variety of options!

Our team of experts about the latest needs of nonprofits!

Personal service from our dedicated staff!

Educational and networking opportunities for you, your colleagues and your clients!

to our Monthly E-Newsletter for Professional Advisors

Stories from Professional Advisors like you:

Spotlight on Chris Mares, Hooper Law Office LLC, Appleton Wis

See more advisor videos in our Professional Advisors Video Library.