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Resources for Advisors



As a professional advisor, you are one of the most important people that we work with to build a more vibrant Broward community through philanthropy. Together, you and your colleagues assist with more than 80% of the gifts received by the Community Foundation.

Year after year, the Bank of America study of high-net worth individuals shows that this group of people gives back because they want to make a difference in their community. That difference can be made when you, as their advisor, see philanthropy as a primary element of the guidance that you provide.

Throughout this section you will find resources and tools that you can use to incorporate philanthropy into your client conversations. Learn how to help your client start a fund, or give us a call at 954-761-9503.

Nancy Reierson, Vice President, Philanthropic Services, 954.761.9503 x 106 

Resources for Advisors are made possible through the generosity of the William R. Watts Foundation.
 
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Broward County Inspiring Philanthropy over 25 years