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Transforming our Community.

Professional Advisors

THE PROFESSIONAL ADVISOR PLAYS A SINGULARLY IMPORTANT ROLE IN HELPING CLIENTS CREATE AND REALIZE THEIR PERSONAL PHILANTHROPIC VISION. SUDBURY COMMUNITY FOUNDATION ASSISTS ALL LIFE EVENT PLANNERS – ACCOUNTANTS, LAWYERS, FINANCIAL ADVISORS, BANKERS, BROKERS, INSURANCE PROFESSIONALS TO:

  • consider and articulate clients' charitable goals
  • choose from our many ways to give
  • design planned gifts that achieve clients' charitable goals
  • make their clients' gifts tax-efficient

To access a range of information and tools to help you in your work with clients and to learn more about community foundations, please visit:

Professional Advisors e-Resource