Professional Advisors
We strive for a seamless connection and extraordinary partnership.
Why Partner with Us
We bring deep philanthropic expertise to help attorneys, wealth planners, and other advisors, along with their clients, design charitable strategies that fit their goals. We accept a wide range of assets and provide flexible solutions.
Think of CFECI as your strategic philanthropic partner. We’re here to complement the relationship you’ve built with your clients, not replace it. We bring the community knowledge, fund setup support, philanthropic education, and giving expertise to the table so you can help your clients make a greater impact without adding to your workload.
Types of Funds
Optional Designation Opportunities
Field of Interest
Organizational Fund
(either endowed or non-endowed/fiscal agency)
Scholarship
Built for Advisors.
Designed Around Your Clients.
As a partner for professional advisors, we offer tools and guidance to make charitable giving simple and effective:
- Support to open a charitable fund for a client
- Access to outside investment management
- Philanthropic advising tailored to client goals
- Firm presentations and advisor events
- Opportunities to learn from local leaders and community changemakers
We are here to work alongside you. Together, we can help your clients shape their giving, strengthen our community, and leave a lasting legacy. Your expertise and insight matter. We look forward to building these partnerships in the year ahead.
Built for Advisors.
Designed Around Your Clients.
As a partner for professional advisors, we offer tools and guidance to make charitable giving simple and effective:
- Support to open a charitable fund for a client
- Access to outside investment management
- Philanthropic advising tailored to client goals
- Firm presentations and advisor events
- Opportunities to learn from local leaders and community changemakers
We are here to work alongside you. Together, we can help your clients shape their giving, strengthen our community, and leave a lasting legacy. Your expertise and insight matter. We look forward to building these partnerships in the year ahead.
Built for Advisors.
Designed Around Your Clients.
As a partner for professional advisors, we offer tools and guidance to make charitable giving simple and effective:
- Support to open a charitable fund for a client
- Access to outside investment management
- Philanthropic advising tailored to client goals
- Firm presentations and advisor events
- Opportunities to learn from local leaders and community changemakers
We are here to work alongside you. Together, we can help your clients shape their giving, strengthen our community, and leave a lasting legacy. Your expertise and insight matter. We look forward to building these partnerships in the year ahead.
Ready to Make It Official?
When a client is ready to include the Community Foundation in their estate or will planning, these resources make it simple to document their philanthropic goals.
- The Beneficiary Designation Form Language provides the exact language needed to name the Community Foundation as a beneficiary on life insurance policies, retirement accounts, or payable/transfer on death forms.
- The Statement of Future Gift Template formalizes a client’s commitment to give through a will, living trust, or other planned giving vehicle. Together, these documents, along with the client’s actual will and testament, give the Community Foundation everything needed to properly document the gift. When the right information is in place on both sides, at the Community Foundation and at the attorney’s office, we can work together seamlessly to honor and fulfill your client’s philanthropic goals.
