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Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.
Community Foundation Sponsors Planned Giving Council Conference with David Weekley as Keynote Speaker
Pictured (from left to right): Stephen Maislin, Charlene Slack Balderas,
Nancy Gardner (PGCH President), David Weekley and Bob Paddock.
The Community Foundation sponsored the 2007 Gulf Coast Regional Gift Planning Conference held May 1 in Houston. Community Foundation Board member and former Chair David M. Weekley, Chairman of David Weekley Homes, gave the keynote address titled "From Success to Significance." As part of his remarks Mr. Weekley made reference to a publication of the Foundation for Entrepreneurial Excellence titled Life, Liberty and the Pursuit of Happiness: A Cautionary Tale, which may be accessed by clicking on the link in the right sidebar. |
Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to Contact Us for more information. |
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Resources for Advisors