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