Professional Advisors Series
In an effort to maintain contact with local professional advisors, donors and donor prospects, the Community Foundation would like to present a series of articles that can serve as a resource to assist professional advisers as you work with your clients.
Talking Giving: Five Steps to Discussing Philanthropy with your Clients
The Case for Donating Retirement Assets
Active Philanthropist or Passive Donor: Why Giving Profiles Matter
Balancing Children and Charity in Estate Planning
Clients Seek Better Philanthropic Advice
Gifts of Restricted Stock, Options and Closely Held Interest
Time of Thanksgiving: Asking the Charitable Question
