Working together to give back
Partnering with advisors
For more than 100 years, the Foundation has worked with professional advisors to help clients with their charitable planning. We will never eclipse your role, but we can enhance it - working entirely in the background, or side-by-side to be sure your client's charitable wishes are fulfilled.
Mother and daughter team up to provide estate planning guidance and more
Gayle Tarzwell has concentrated her 45-plus year practice on estate planning. “People today are more attuned to charitable giving, but you have to approach it gently and mindfully,” she acknowledges.
Her daughter Amanda, who also works extensively with clients on estate planning, notes, “It’s like a puzzle to put together. I listen for certain key things...whether they have children, their charitable interests, how their assets are held.”
Enhance your work with charitable clients
Community foundations are a unique, advantageous vehicle for charitable giving. Find the tools you need to offer your clients the best possible options.
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Professional Advisory Council
Advisors from throughout the state offer incredible insight to the Foundation. We are grateful for their counsel and partnership.
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Find out more about how we can enhance your work with charitable clients.
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