Professional Advisor Resources
The Community Foundation is your trusted partner in turning your clients’ vision into lasting impact. Together, we craft giving strategies that reflect their values, passions, and goals —amplifying their philanthropic power for meaningful change.
Downloadable Guide for Professional Advisors
Get an overview of partnership benefits, giving options, charitable instruments, and more.
Individually Managed Accounts (IMAs)
See why IMAs are a win-win for you, your clients, and the community.
Key links:
- Benefits of giving through the Community Foundation
- Ways of giving — today, and forever
- Charitable Instruments and our Investment Options.
Downloadable Guides
- Donors Guide – What we do, how we do it, and ways we partner philanthropically
- Family Foundations Guide – Partnership benefits for families and their advisers
Investment Philosophy Guide – Overview of portfolios and the IMA option
Key Links
- Our expert charitable services
- Differences between Donor-Advised Funds (DAFs) and Family Foundations
- Community Foundation fees
We’re listening. As a trusted advisor, you help clients make a real difference through the causes they care about. We partner with you to spark opportunities that inspire giving and increase lasting impact.
Philanthropic Advisory CouncilSpeak with our Vice President for Philanthropic Services Mary Katherine Morales
561.951.3450
mkmorales@cfpbmc.org
The Community Foundation for Palm Beach and Martin Counties welcomes media inquiries to share our impact or connect with our experts.
For information, please contact Julie Lauderbaugh, Vice President of Marketing and Community Engagement.”
