Professional Advisors

Helping Our Donors Plan

The Community Foundation could not do our part in helping donors positively impact the organizations and issues they care about without the help of professional advisors—attorneys, financial planners, wealth managers—all of whom make up the volunteers who serve on our Professional Advisors Council. We rely on our Professional Advisors’ expertise in their fields to counsel and educate donors for the best possible outcomes.

Not only do you receive the satisfaction of assisting clients meet their giving goals, you can also take part in exclusive Community Foundation hosted Professional Advisors events with presentations given by local and national experts. These speakers often share strategies for working with clients and maximizing the benefits of their charitable giving. We also listen closely to this counsel – they assist us with strategy and provide counsel in a variety of industries – helping us to help you.

To apply to be on the Professional Advisors Council, please contact Julie Van Tongeren at [email protected] or 239.307.4521.

Summer 2022 PAC Newsletter

Summer 2022 PAC Newsletter

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Stay connected! If you would like to contribute an article to the newsletter, please contact
Julie Van Tongeren at [email protected] or 239.307.4521