Resource for Professional Advisors
As a professional advisor, you represent one of the most vital and dynamic groups of stakeholders that help the Community Foundation strengthen the St. Louis region and the world through philanthropy.
By presenting philanthropy as an essential element of your practice, you’re helping your clients invest their resources in ways that connect their passion with purpose. After all, you’re a trusted partner who’s uniquely poised to help them navigate their philanthropic journey. So we, in turn, are here to help you.
Giving Matters is a resource to offer professional advisors (wealth managers, financial planners, accountants, insurance professionals, attorneys and other advisors) valuable insight about charitable planning as well as aims to provide resources that can help you deepen your client relationships through the joy of philanthropy.
Access past editions of Giving Matters below:
We want to hear from you! If you have information that you would like to share with your peers or if you would like to share useful information about tax effective philanthropic strategies, become a guest blogger for our Live Here. Give Here blog. Please send an email to Katie Knapp at firstname.lastname@example.org.