Our Services for Professional Advisors

Clients trust your professional expertise to create and manage wealth management strategies that will ultimately achieve their financial goals and economic security into the future. Philanthropy and charitable planning are also recognized as an integral part of the long-term life plan your clients undoubtedly seek. At the Community Foundation of Sarasota County, our colleagues develop customized philanthropic plans, providing your clients with a framework for giving that aligns with their values and has an everlasting positive impact on our community.

For more than 45 years, the Community Foundation has offered a stable, trusted environment for your clients' funds, creating a “living legacy” for generations to come. With assets of more than $605 million in more than 1,600 charitable funds, the foundation has the expertise and ability to award millions of dollars in grants and scholarships each year. Since our founding in 1979, we have invested more than $542 million in the communities we serve throughout the region in education, health and human services, the arts, animal welfare, and the environment.

Our philanthropic advisors are a key member of any wealth management team. We offer a highly personal and impact-focused approach to philanthropy to meet your clients’ needs — and yours, as their advisor:

• Preparation of customized gift instruments to ensure compliance with your clients’ wishes.
• Personalized charitable gift illustrations to present to your clients (i.e., charitable gift annuities, charitable remainder trusts, etc.).
• Confidential gift planning (your client may remain anonymous if desired).
• If compliance with the terms of the gift instrument becomes impractical or impossible, we will find alternative venues to steward your clients’ charitable dollars to fulfill their charitable intent.

A Trusted Partner

Most importantly, we work through you — you stay in control of your client relationships. We provide support, information, and our expertise in charitable giving. We would be happy to discuss the pros and cons of a private foundation versus a donor advised fund for your clients.  We also manage supporting organizations under our umbrella and can discuss with you whether the supporting organization option is a good choice for your client.

We help you build stronger relationships with your clients and their families. Your clients and their families will recognize and appreciate your help in achieving tax advantages and a positive charitable impact. By partnering with the Community Foundation, we help you connect across generations. When you help families establish a fund with us, you stay involved for generations.