Professional Advisors and the Community Foundation

Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. We consider attorneys, accountants, financial planners, insurance agents, and other professionals who have relationships with donors to be valued partners in charitable giving. This section of the web site provides tools and information to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice. To view brief video clips of insights from Community Foundation donors and professional advisor partners, please scroll to the bottom of the page. 

Photo: Attorney Eric Peterson and CPA Donna Chapel

Serving Your Clients
The Community Foundation wants to be a resource for you, as well as a philanthropic partner for your clients.  A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals. The Community Foundation staff members have an outstanding reputation for integrity and service to donors and has developed unique resources for you to use in helping donors craft their charitable giving plans. For example, your clients have several options to consider as they explore giving through our Community Foundation:

• The type of fund that best meets their charitable giving goal
• The type of gifts to make as they initiate and grow the fund, and
• How they will involve themselves, and other family members, in the giving process.

Detailed information about all donor options are available the "Becoming a Donor" section of this website. If your client is considering the creation of a private foundation, the Foundation strongly encourages you to have them explore the advantages a community foundation can offer.  More details on this issue can be found in Private Foundation Options.


Partnering with Area Professionals
The Foundation works hard to maintain the trust and respect of attorneys, CPAs, financial advisors and other professionals.  Professional advisors often refer their clients to the Foundation, and the Foundation’s staff welcomes the opportunity to meet with your clients.  Each year, the Foundation hosts continuing education events for professional advisors who are interested in legal and accounting issues relating to charitable giving.  The following professional advisors currently serve on Community Foundation boards and committees

• Bill Gunn, Attorney at Law
• Don Johnson, Attorney at Law
• Lucia Liley, Attorney at Law
• C. Jan Lord, Attorney at Law  
• Eric Peterson, Attorney at Law
• Mark Soukup, CPA
• Randolph W. Starr, Attorney at Law
• Mo Heth, Attorney at Law
• Chris Otto, CPA

To view a brief video clip of insights from Community Foundation donors and professional advisor partners, please click on the images below.








Additional Information
Please browse this site and contact the Foundation staff with any questions. Additional information on this topic is contained in the expanded navigation bar now visible on the left-hand side of your screen.                                                     

Click Here to Return To Top of Page

Banner photos by Sherri Barber Photography