Consult with Your Professional Advisor
Ensuring your charitable giving matches your personal beliefs and values.
Many donors have long-standing relationships with valued and trusted attorneys, accountants, and other professional advisors who preserve and protect their legacy. The Community Foundation of Sarasota County works seamlessly with professional advisors to ensure your charitable giving is closely linked with your personal beliefs and values.
Your professional advisor can advise you on establishing a charitable fund at the Community Foundation, and with fund balances over $100,000, can continue their customized investment management of your fund.