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Professional Advisors

Accountants, lawyers, wealth managers, insurance providers, and funeral directors are crucial partners in helping build the CFSEA endowment fund.  We are happy to work with you to provide information about services and options for your clients to help them fulfill their financial and charitable goals.

Establish an Advisor Managed Endowment Fund

The Community Foundation appreciates the trusted relationship between a client and their wealth/financial advisor. It is now possible for a client to create an endowment fund that supports charities of their choice while still being managed by their wealth/financial advisor.

Together with their advisor, donors may choose their portfolio makeup, within the guidelines stipulated by the Community Foundation and the Investment Advisor Agreement. 

We’re Here to Help!

Feel free to contact us with any questions you may have.