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Resources for Professional Advisors

The Community Foundation of Broward is a go-to resource to help professional advisors meet their clients' charitable goals.

How We Work With You

  • Our philanthropic experts collaborate with you to create personalized giving strategies that reflect your client's values, passions and goals.
  • Your client's philanthropy is carried out through their own charitable Fund at the Community Foundation.
  • You stay involved. You are welcome at all meetings we have with your client and when you can't be there, we follow up to keep you in the loop.
  • You are invited to join the Professional Advisors Council. This elite group of professionals gives us guidance and can earn continuing education credits at Community Foundation events.
  • Together we ensure your client maximizes the impact of their charitable dollars.

What Sets Us Apart

While most charitable organizations focus on a single issue, the Community Foundation's unique approach provides solutions and permanent resources to tackle all the issues that matter most to Broward. We offer:

  • Unmatched local knowledge.
  • Tailor-made giving strategies.
  • Philanthropic expertise.
  • A more than 30-year track record of leadership and success.
  • Outstanding fiduciary oversight.
  • Endowment to ensure philanthropic impact continues forever.

Clients ideal for philanthropy through Community Foundation

  • High net worth.
  • Interest in giving back.
  • Made their wealth in Broward or chose to live here.
  • Liquidity event (sale of business, investment assets, etc.).
  • Considering beneficiary designation for retirement plan.
  • No heir or already made arrangements for family. 

Tools you can use

Let's get started

You know your client. We know philanthropy. Together we can help your client create a legacy of impact – and also ensure a brighter future for Broward.

To get started, contact Vice President of Philanthropic Services Nancy Thies at 954-761-9503 or nthies@cfbroward.org


Resources for Advisors are made possible through the generosity of the William R. Watts Foundation.
 
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TPI/U.S Trust Study of The Philanthropic Conversation

 
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Broward County Inspiring Philanthropy over 25 years