Professional Advisors

Partnering for Good

Your client’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.

You’ve built a trusted relationship with your client. We’ve built a trusted relationship with your client’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 region’s most pressing issues.

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

Just for You

The Partnering for Good Event Series


The Community Foundation’s Partnering for Good special events bring advisors and donors together to engage in philanthropic topics and opportunities that spur excitement and action around community change.

Learn more about this series:

Partnering for Good: Deep Dives in Philanthropy for Professional Advisors
Partnering for Good
What Our Partners Say About Us

“I 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.”

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

“Helping 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 ‘asks’ and allows them to hone in on the cause that genuinely matters to them.”

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

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 client’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.