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Resources for Professional Advisors
As a trusted professional, you have a unique opportunity to help your clients
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.

Your Clients and Philanthropy Page—As a professional advisor, you will play a vital role in determining the relationship between your clients and philanthropy.
Charitable Planning Page—There are many reasons for your clients to consider charitable giving. There are a variety of situations where charitable planning makes sense.
Planned Giving Page—Once your clients have made the choice to make a charitable gift(s), they have a variety of planned giving options available to them.
Types of Funds Page—We can offer your clients a wide selection of funds tailored to meet their specific philanthropic goals.
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