Professional Advisor Resources
Among the Indian River Community Foundation’s most valuable partners are local attorneys, accountants, financial advisors and investment managers who help their clients realize their charitable dreams while investing in the local community in a way meaningful to them.
Although clients may already give to charitable organizations, professional advisors can work with the Community Foundation to provide donors with the information they need to make smart giving decisions – choices for the most positive impact on the community while providing the greatest possible tax advantages.
Financial Advisor Program
The Indian River Community Foundation is making it easier than ever for financial advisors to help their clients establish charitable funds.Participating in the Community Foundation’s Financial Advisor... (Read More . . .)
Donor Investment Options
Donors are encouraged to continue working with their own financial advisors who they've grown to know and trust. Financial advisors can continue to manage assets even after they are gifted to the Indian... (Read More . . .)
Professional Advisors Council
The Professional Advisors Council was established in 2009. Members of the Council are chosen by the Foundation to act as advisors and consultants to help the Foundation develop educational services and outreach efforts for their peers and clients... (Read More . . .)
Future Leaders Professional Advisors Council
The Future Leaders Professional Advisors Council is a sub-group of the Professional Advisors Council. Members of the Council represent the next generation of local professionals in the fields of law, accounting, wealth management, insurance, real estate and family philanthropy...
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Online Advisor Took Kit
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