Solutions for your Clients
The Community Foundation for Palm Beach and Martin Counties is your philanthropic partner and a resource in helping fulfill your client’s financial and charitable 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. We know that 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.
From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, the Community Foundation can support your efforts to find the best solution for your clients. If your client is thinking about making a charitable gift, we offer a variety of giving vehicles. These vehicles provide specific tax benefits to your clients and help them achieve their financial, charitable, and business goals. You can learn more about giving options for your clients here.
In this section of our web site, you will find many tools and resources to help you ensure that your clients receive the full benefits of their contributions while supporting the charities of their choice.
Benefits of working with the Community Foundation:
Your client supplies the passion and ideas, while we provide the expertise and infrastructure.
Our Professional Advisors Council promotes philanthropy in our area and helps clients achieve their philanthropic goals. Learn more.
Danielle Blangy CameronV.P.for Personal and Family Philanthropy
“It was a pleasure to partner with the Community Foundation to achieve our client’s estate planning goals. The intended gift and the charitable lead trust involved a rather complicated set of facts and tax issues. Without the Community Foundation’s involvement, the client’s wishes might have been frustrated.”
-Erik E. Joh, Esq.