The demand for knowledgeable charitable advisors is astounding. More and more clients want their professional advisors to know how to guide their charitable interests. Often times, in the advisor/client relationship, it’s what we do not know about our clients that can jeopardize prospective and long-term clients alike.
Having a generous heart means even more when one can count on a trusted advisor who can guide charitable giving appropriately. As a professional advisor, you have the opportunity to help ordinary philanthropists meet their giving goals whether they want to meet an immediate need or leave a lasting legacy.
Our Advisors Network include:
- financial planners
- investment experts
- wealth managers
- insurance authorities
- estate planning attorneys
- tax and accounting specialists
- real estate pros
The Cape Coral Community Foundation offers a simple, step-by-step process to determine the best charitable solutions for your clients’ charitable giving as well as their financial requirements. From a donor advised fund or organizational support, to international grant making or back office support for a private organization, The Foundation is ready to partner with you to help them find the ideal custom program.
Membership is $500 and includes the following:
- Be a part of a vibrant network – Join other charitable financial advisors in local gatherings and how-to seminars to expand your knowledge and network for new client referrals and add more value to your clients.
- Adopt your favorite nonprofit – Your membership investment not only helps you increase your business, it also helps your favorite charity, too. Your membership includes supporting your favorite nonprofit to participate in the Nonprofit Profit Partners program. The program provides special training to help your favorite nonprofit learn how to increase brand awareness, recruit volunteers and fundraising strategies to support overhead, administrative and operations.
Join today and you will be inspired, while at the same time receive tools necessary to have more meaningful – and productive – conversations. You will learn practical ideas for how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients. Contact the Foundation to join today at 239-542-5594 or firstname.lastname@example.org.