Our professional and estate planning affiliates consists of a network of lawyers and financial advisors specializing in estate planning and planned giving, ready to assist you on leaving your legacy.

Who Can Participate?

Attorneys, accountants, trust officers, financial planners, certified life underwriters, investment advisors, and any other certified and licensed professionals working with clients who rely on counsel in gaining maximum tax benefits while fulfilling their charitable intentions.

What are the affiliates purpose?

The affiliates exist to:

• Increase and encourage advisor referrals of clients with charitable intentions.

• Provide education about planned giving, philanthropic trends, community needs, and the Community Foundation’s services.

• Supply materials that advisors may use in discussing charitable giving with clients.

• Provide networking opportunities.