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