SCF assists all life event planners - accountants, lawyers, financial advisors, bankers, brokers, insurance professionals - to:
- consider and articulate clients' charitable goals
- design planned gifts that achieve clients' charitable goals
- make their clients' gifts tax-efficient
The professional advisor plays a singularly important role in helping the client create and realize a personal philanthropic vision. To access a range of information and tools to help you in your work with clients, and to learn more about community foundations, open the Professional Advisors' E-Resources link. |