Professional Advisors

Partnering for Good

Your clientโ€™s vision. Our community connections. Partners in Philanthropy.

Love Your Client? We Do, Too!

The Community Foundation for Palm Beach and Martin Counties is your go-to resource for fulfilling the philanthropic vision of your clients. Whether they live, work, or vacation here, if your client wants to make a difference in this region, we are here to help.

Youโ€™ve built a trusted relationship with your client. Weโ€™ve built a trusted relationship with your clientโ€™s community. Attorneys, wealth managers and accountants are often the first consulted when a person is ready to think about philanthropy. We know the organizations, initiatives and people effectively addressing the regionโ€™s most pressing issues.

We collaborate with you to create personalized, highly effective charitable giving strategies that reflect your clientโ€™s values, passions, and goals, elevating their philanthropyโ€™s impact and creating long-lasting, meaningful, and targeted impact.

What Our Partners Say About Us

โ€œHelping donors match their passion with a particular cause is one of the most valuable features of the Community Foundation. . . . The research capacity, human capital and experience of the Foundation help the donor sort through the morass of โ€˜asksโ€™ and allows them to hone in on the cause that genuinely matters to them.โ€

James A. (Jim) Ballerano, Jr., Attorney at Law, Day Pitney LLP

โ€œI enjoy working with the Community Foundation because they are local. Their people are local, their philanthropic perspective is local, and they are a resource not just to donors and professionals in the community, but also to the not-for-profit organizations that serve our community.โ€

John C. Castronuovo, Senior Vice President-Wealth Management, UBS Financial Services, Inc.

โ€œHelping donors match their passion with a particular cause is one of the most valuable features of the Community Foundation. . . . The research capacity, human capital and experience of the Foundation help the donor sort through the morass of โ€˜asksโ€™ and allows them to hone in on the cause that genuinely matters to them.โ€

James A. (Jim) Ballerano, Jr., Attorney at Law, Day Pitney LLP

โ€œI enjoy working with the Community Foundation because they are local. Their people are local, their philanthropic perspective is local, and they are a resource not just to donors and professionals in the community, but also to the not-for-profit organizations that serve our community.โ€

John C. Castronuovo, Senior Vice President-Wealth Management, UBS Financial Services, Inc.

Power in Partnership

The Community Foundation for Palm Beach and Martin Counties offers several ways to help your client fulfill their vision for a better world. Working together, we strengthen your clientโ€™s return on their investment in the community. We can help your client support an individual initiative or address an issue through a variety of approaches.

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