May 2026 Professional Advisors Newsletter Trending Topics
This month, we’re taking a closer look at two topics that may be gaining traction in your client conversations from
- Home
- Professional Advisors
Professional Advisors
The SRCCF considers attorneys, accountants, financial planners, insurance agents, and other professionals who have relationships with members of our community to be our valued partners in charitable giving. We want to be a resource for you as well as a philanthropic partner for your clients, providing a full understanding of the many possibilities for supporting our community by giving through the Community Foundation.
For Professional Advisors
Your clients have several options to consider as they explore charitable giving opportunities.
These include determining:
- If they would like to make a gift now or through their estate plan
- The type of fund that best meets their charitable giving goals
- The type of assets they would like to give
- How they will remain involved after their gift is made
By working with SRCCF
You can effectively and efficiently help your clients consider their options and meet their charitable goals.
There are many advantages to working with the Community Foundation. We follow your lead in serving your clients and join in discussions only if or when you need us. Our primary goal is to inspire charitable giving and to help your clients build lasting testaments to their names, families, and the causes they care about most.
To learn more, contact the community foundation office:
Your partner in Strategic Philanthropy
Professional Advisor Newsletter
April 2026 Professional Advisors Newsletter Trending Topics 2
Here’s what we are covering in April’s Trending Topics 2: For clients with private foundations, simplifying the structure may be
April 2026 Professional Advisors Newsletter Trending Topics 1
Hello! Thank you for the opportunity to work together. We are grateful for the many conversations we continue to have
