For Professional Advisers
Community foundations have earned the trust of thousands of professional advisers throughout the United States. Here’s why: We work through you. You stay in control of your client relationships; we’re here to help you serve your clients’ charitable giving needs. We partner with you. We provide support, information, and expertise related to charitable giving options. We help you build stronger relationships. Studies show that many high net worth individuals are expecting to talk about giving as they make financial plans with their advisers. They will appreciate the charitable impact and tax advantages you help them achieve by working with a community foundation. We help you connect across generations. When you help families establish Donor Advised Funds at their community foundation, you begin an ongoing process of involvement with current and future generations.
Tools you can use to deliver charitable expertise to your clients:
Akins, Nowlin & Prewitt, L.L.P.
P.O. Box 249
Round Rock, TX 78680
Chisholm Trail Financial Group
109 South Harris Street, Suite 220
Round Rock, TX 78664
512.671.7526 x 101
Florine “Flo” Ellis
Bjorge & Ellis, P.C.
3000 Joe Dimaggio Blvd, Suite 10
Round Rock, TX 78665
Merrill Lynch Wealth Management
111 Congress Avenue, Suite 60
Austin, TX 78701