We Can Help You with Your Clients
As a professional advisor, you expect your clients to depend on you to help them reach their charitable giving goals. The team of professionals at the Southwest Florida Community Foundation stands ready to lend a helping hand, and strengthen your relationship with your clients along the way.
For decades, the Community Foundation has helped countless local philanthropists and their advisors connect with meaningful causes and make a real charitable impact. In fact, the foundation was founded by professional advisors seeking a resource for their clients!
Let Us Be Your Resource
As Southwest Florida’s leading experts in charitable giving, our knowledge of the evolving community needs, as well as the work of not-for-profit organizations in the region—not to mention our expert staff—makes us uniquely qualified to help you help your clients achieve their charitable dreams.
We want to be your go-to resource to provide the answers to your client’s philanthropic questions. Please see below for some common questions you may have now.
We can help to identify nonprofits or causes that are important to your clients, seek options for creating endowed funds today, or determine future gifts through their estate plans.
Be assured, we do not provide legal or financial advice, and do not attempt to replace the role of a professional advisor. We help people to make effective plans for carrying out their charitable wishes. Meetings are confidential.
To contact us, Click here or call anytime at (239) 274-5900.
Helpful info and forms for professional advisors
- Bequest Language for inclusion in will -Click here to download
- Letter of Direction – click here to download a sample “letter of request and direction” helps your to client further define his or her intention of their gift, including: the type of fund they want establish, the name of the fund, the agency the fund will benefit or the need the donor would like to address in the community, the population to be served, and a myriad of other details that can help the donor create the gift of their dreams.We will work with a prospective donor and the professional advisor to help create a comprehensive vision of how to benefit the community, how the Community Foundation will steward their funds into the future and how agencies are held accountable for the work they do.
Letter of Request & Direction blank sample
Letter of Request & Direction scholarships sample
- Legal Name and Tax Identification Number:
Southwest Florida Community Foundation, Inc.