Welcome to Resources for Financial & Legal Advisors
The majority of Americans will give to charity during their lifetimes. Giving, being of service to others and taking action for the common good are deeply rooted in American culture. As institutions struggle to meet the evolving needs of our communities in the face of diminishing resources, this tradition of giving becomes increasingly vital to maintaining our way of life. Community-minded individuals may need help to successfully navigate the wide variety of giving options available to them.
That's where you, as a legal or financial advisor, can play a vital role. As a trusted professional, you have a unique opportunity to simultaneously help your clients live out their philanthropic ideals and work with the Community Foundation of South Lake to improve the quality of life for the people we serve.
The links below are designed to furnish you and your clients with the resources needed to successfully navigate the through the sea of charitable giving options available to them.