For Professional Advisors

Community Foundation Serving Western Virginia, Inc. supports attorneys, accountants, financial planners, brokers, insurance agents and other professional advisors as you help your clients achieve their charitable goals.

The Foundation can offer you and your client many benefits while helping them to achieve their charitable goals and here’s why:

  • Community Foundations are neutral experts with technical information on a range of planned giving options and can help advisors provide their clients with the best charitable giving strategies based on each client’s unique financial situation, tax status and giving goals.
  • Community Foundations have in-depth information local needs and nonprofit organizations.
  • Community Foundations serve as the vehicle for giving many advisors seek for their clients.

Our mission is to enable people who love their community to easily give back, and we couldn’t do it without you. As our partner in giving, your clients will receive the simplicity and tax advantages of a public charity combined with the personal recognition, involvement and flexibility of a private foundation. 

Download a summary of services for Professional advisors.

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