Professional Advisors

Overview

Smart philanthropy starts with great partnerships. What do we mean by smart philanthropy? Capturing the largest and most important generational transfer of wealth so it can stay in our community and be put to good use, is smart philanthropy. No other sector is more important to retaining a portion of that transfer in southwestern Indiana than the professional advisors who counsel the people and businesses who care about their community. We work with advisors to enhance the services clients seek from you and your firm, respecting and working within the relationships you have developed and leading with your client’s intentions and best interests. The Community Foundation’s approach is to work alongside you to achieve your clients’ foremost charitable objectives. To support you, we have created a series of brochures and documents that may be valuable in engaging your clients in realizing their philanthropic goals.

Helpful Documents for Professional Advisors

Private_Foundation_Comparison_Chart (.pdf document)

Professional Advisor Talking with your Client (Microsoft Word document)

Professional Advisor Questionnaire (Microsoft Word document)