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Media Resources

Stories from Professional Advisors like you!

We’ll be adding more clips to our media library often. Check back for more videos, stories and future podcasts!

Spotlight on Chris Mares, Hooper Law Office, Appleton Wisconsin

“Working with the Community Foundation is simple!”

Estate planning attorney Chris Mares shares how he engages his clients with a tool he developed called “Heritage: Share Your Story” in 1-1 and groups, so that a donor’s legacy story is preserved forever.

Spotlight on Ben Adams, McCarty Law LLC, Appleton Wisconsin

“Working with the Community Foundation is simple!”

McCarty Law’s estate planning attorney Ben Adams, on sending his clients to the Community Foundation’s helpful staff to not only handle all of the paperwork and details, but update clients’ plans to achieve their philanthropic goals.

“Many advisors are new to estate planning…”

Some advisors who are newer to estate and investment planning might not know  are aware of how useful a partner like the Community Foundation is in helping their clients. “That cements the positive relationship with their advisors as well,” says  attorney Ben Adams.

“The staff makes an estate planner’s job much easier…”

“I’ll ask clients, ‘What’s your plan for for supporting those causes when you die, and do you want to set aside some assets?’ A big part of estate planning is thinking ahead and doing important things,” says estate planning attorney Ben Adams.

“Working with the Foundation Is a terrific collaboration…”

McCarty Law’s estate planning attorney Ben Adams has worked with his clients and the Community Foundation staff for 25 years. “I think it’s it’s made my job so much easier and improve the planning and provide help to my clients in very complex and challenging situations. It’s a wonderful area of law to be able to practice.”