For Professional Advisors
Attorneys, wealth managers and accountants are often the first consulted when a person is ready to think about philanthropy.
Proven Philanthropic Strategies
Clients realize the nexus of their values, interests and wealth through proven philanthropic strategies curated in partnership with the experts in charitable giving at the Community Foundation.
Our effective philanthropic advising, deep community knowledge, powerful civic leadership and judicious stewardship of assets empower philanthropists to create change in the causes that matter to them most.
The Community Foundation offers a suite of services that support a broad range of philanthropists, from the self-directed donor to the social-impact-centered investor to the multi-generational family to the socially responsible business.
Services support lifetime, legacy and corporate philanthropy through strategic giving and impact investing.
To maximize charitable contributions for clients, contact Mary Katherine Morales at 561.951.3450 or firstname.lastname@example.org.
VP for Philanthropic Services
Mary Katherine Morales