The Community Foundation of North Florida is a trusted resource for professional advisors including financial planners, attorneys, accountants, trust officers, brokers and insurance agents.
We are a tool for you to use in helping your clients with their income tax, estate tax planning and their charitable planning.
You stay in control of your client relationships.
We work through you; we're here to help you better serve your clients.
We partner with you.
We provide support, information, and expertise on charitable giving. Our goal is to help you find the giving vehicle that best meets your clients' needs.
We help you build stronger relationships.
Your clients will appreciate the charitable impact and tax advantages you help them achieve.
We help you connect across generations.
When you help families establish advised funds with us, you stay involved for generations.
We bring education to you.
At least annually, we bring a tax and gift planning seminar to our community with continuing education units available.