Professional Advisor Resources

As a professional advisor, ​you are one of our key partners. When you work with the Community Foundation, our professional staff will work with you to develop strategies that pursue the best interest of your clients and our community.

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Check out our e-booklets!

We have put together some resources for you and your clients as you navigate the world of charitable giving.  Topics include Estate Planning, Gift Annuities, Trusts, Retirement and Personal Planning, Wills/Bequests and more. Please click on the e-booklets link above and choose your topic to learn more!