We define professional advisors as attorneys, stock brokers, accountants, insurance agents, and other financial advisors who work closely with clients to fulfill their charitable giving goals – either in their clients’ lifetimes or through estate gifts. Professional advisors may be responsible for referring up to 80% of gifts to the foundation. Frequently, the local community is the beneficiary of that charitable giving.
At the Greenwood County Community Foundation, we partner with local professional advisors to add a philanthropic component to their advisory role with clients. Contact us – it will be our pleasure to assist you in creating custom, strategic, charitable giving plans.
Benefits of Partnering with GCCF
We welcome a conversation with you. If you are unsure of how to start a discussion with your client about charitable possibilities, if you are uncertain which asset or fund type might work best for their circumstances, or if you need more information about the strategic work of charitable organizations, give us a call or email us.
We will do all we can to support your work with your valued client.
Phone (864) 223-1524
Our community is thriving because of your support! Donate to worthy causes through GCCF today.