Professional Advisor Resources
The Community Foundation is your go-to resource for fulfilling the philanthropic vision of your clients. We collaborate with you to create highly effective charitable giving strategies that reflect your client’s values, passions, and goals, elevating their philanthropic power and creating long-lasting, targeted impact.
Tools for You
Tools for Your Clients
More Downloadable Resources
Tools for You
- A downloadable Guide for Professional Advisors that summarizes the benefits of partnership, ways of giving, charitable instruments, and more.
- Learn all about Individually Managed Accounts (IMAs) and why they are a win-win for you, your client, and our community.
- Key links:
- Learn all about the benefits of giving through the Community Foundation.
- Learn all about the ways of giving — today, and forever.
- Learn more about common Charitable Instruments and our Investment Options.
Tools for Your Clients
- A downloadable Guide for Donors that summarizes what we do, how we do it, and the ways we partner philanthropically.
- A downloadable Guide for Family Foundations that helps families and their advisers understand the benefits of partnership.
- A downloadable Investment Philosophy Guide that helps clients understand our investment portfolios, as well as our IMA option.
- Key links:
- Learn more about our expert charitable services that set the Community Foundation apart.
- Learn more about the differences between Donor-Advised Funds (DAFs) and Family Foundations.
- Learn all about the Community Foundation’s fees.
- Key links:
More Downloadable Resources
Join the Philanthropic Advisory Council
We’re listening. As a trusted advisor, you represent your client’s goal to make a real difference in our community through causes they care about. We learn from and collaborate with you to create opportunities that inspire and increase client philanthropic participation and impact for good.
Philanthropic Advisory CouncilGet Started
Speak with our Vice President for Philanthropic Services Mary Katherine Morales
561.951.3450
mkmorales@cfpbmc.org