Professional Advisor Resources PDF Print E-mail

Among the Indian River Community Foundation’s most valuable partners are the local attorneys, accountants, financial advisors and investment managers who helped their clients realize their charitable dreams while investing in the local community in a way that is meaningful to them.

Although several clients may already give to charitable organizations, professional advisors can work with the Community Foundation to provide donors with the information they need to make smart giving decisions – choices that have the most positive impact on the community while providing the greatest possible tax advantages.

 

Financial Advisor Program

The Indian River Community Foundation is making it easier than ever for financial advisors to help their clients establish charitable funds.Participating in the Community Foundation’s Financial Advisor...

Donor Investment Options

Donors are encouraged to continue working with their own financial advisors who they've grown to know and trust. Financial advisors can continue to manage assets even after they are gifted to the Indian...

Professional Advisor Resources

Among the Indian River Community Foundation’s most valuable partners are the local attorneys, accountants, financial advisors and investment managers who helped their clients realize...

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Indian River Community Foundation | P.O. Box 643968 | Vero Beach, FL 32964-3968 | 772-492-1407