Enhancing the Advisor’s Role
Professional advisors significantly impact the way their clients perceive and engage in charitable giving. While starting a conversation about philanthropy can seem a challenge, it can benefit your clients, your own practice, and your community.
The Greater New Orleans Foundation produced a brochure titled: Why Partner with a Community Foundation? The brochure answers the question and explains the benefits of a partnership with the foundation such as: flexibility, maximum tax benefits, recognition or anonymity, expertise, efficiency and personalized services, a professionally managed portfolio, and permanence.
If you would like to receive a brochure by mail of Why Partner with a Community Foundation?, please contact Julia Boyer, julia@gnof.org or (504) 598-4663. Or, download a PDF version of the Professional Advisors Handbook.
