Professional advisors have special relationships with their clients. You are their trusted financial partner. You have the power to open avenues to charitable giving and help people make an impact in the world. With our knowledge of communities needs and resources, we can bring added value to your client relationship.
At Community First Foundation, we make giving simple, smart, and strategic.
We help you guide your clients to make an impact on the causes they care about while receiving the most benefit from their charitable contributions.
You know your clients. We know philanthropy. Together we can help give generosity more impact. In the spirit of collaboration, we can assist your clients with their philanthropic interests while considering their specific financial needs.
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As a professional advisor, we understand your most valuable asset is the trusting relationship you have with your clients. With an Advisor-Managed Fund at Community First Foundation, your clients can recommend an external investment advisor like you to manage the assets of their donor-advised fund. Give your clients the best of both worlds when you retain your client relationships and we help guide them on their philanthropic journey.
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We’ve assembled a toolkit to help you support your clients and guide them along their philanthropic journey. Visit the toolkit for marketing materials, forms and other resources.
Professional Advisors Toolkit