For Professional Advisors

Advisor Education and Networking

The Community Foundation offers a wealth of resources and opportunities to learn about philanthropy and network with professionals from around the region.

The Foundation hosts networking events for professional advisors at various locations throughout its 20-town region. Credit: Judy Sirota Rosenthal

Making Philanthropy a Part of Your Practice

The Community Foundation has trusted relationships with community leaders and a wealth of knowledge about the needs and priorities of the region built over 90 years. Professional advisors working with The Foundation benefit from this collective knowledge and from the relationships formed with colleagues.

Professional Advisors Council

The Foundation's Professional Advisors Council consists of leaders in the allied advisory fields such as estate planning, wealth advising, accounting, financial planning, and insurance that work with us to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning.

Professional Advisors Council

Professional Advisor Partners

Professional Advisor Partners are skilled professionals who have worked with their clients to carry-out their charitable wishes through The Community Foundation.

Professional Advisor Partners

Get in touch for more information

Sharon Cappetta, CAP®
Director of Development

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