Professional Advisors
Whether you’re an attorney, accountant, financial planner, investment manager, or other professional advisor, our goal is the same as yours: to help your clients create a giving plan that maximizes both their charitable and financial goals.
As your partner in philanthropy, the Community Foundation of Louisville is a trusted resource and extended member of your team. Our purpose is not to take your place, but to help your client better understand our community’s needs and how their giving can make the most impact on the causes they care about.
As a professional advisor, you know that good planning requires good tax planning information.
Changing property values, fluctuating investment returns and tax law updates require proper planning for the future. We invite you to simplify the process for you and your clients and visit our new gift planning website for valuable and timely information.
How We Can Help
Talking Philanthropy: Let us help identify your clients’ charitable interests and goals. We’re plugged into the pulse of our community and the latest in philanthropic news, so you don’t have to be.
Maximizing Tax Benefits: Our expertise pairs your clients’ charitable interests with the most current tax savings information and charitable giving legislation.
Demonstrating Need: We are uniquely positioned to provide insight into the needs of our community and organizations that make a difference in the areas your clients are most passionate about.
Simplifying Giving: Our team has years of grantmaking experience and can offer a full range of administrative support related to charitable giving.
Creating Legacy: Under our careful stewardship, your client’s generosity will grow — their gift will support their philanthropic wishes well beyond their lifetime.
Professional Development: Attend our annual seminar for professional advisors to earn continuing education credits and hear from renowned leaders in planned giving.
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Partner with us today!
Director, Advisor Services & Business Development
502.855.6942
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