Professional Advisor Resources
Professional advisors include attorneys, accountants, financial planners, insurance professionals and others who may assist community members with charitable and planned giving. The Community Foundation has the local knowledge and expertise to best serve your clients philanthropic interests. You have the skills and knowledge to best serve your clients' financial and legal interests. It's a perfect partnership.
Professional advisors can receive assistance in serving their clients through a variety of options available at the Community Foundation. Whether you need a "silent partner" to provide behind-the-scenes consultation or an active participant with your client, we can tailor our support to your needs and those of your client.
The Mt. Pleasant Area Community Foundation is not engaged in rendering legal, financial, or tax advice. Information in our publications and on our website is provided as a service to provide general information about charitable giving. Many topics related to charitable giving have complexities and nuances that cannot be adequately detailed in brief articles or announcements. Individuals’ personal situations may vary. Please consult your financial or legal advisor. Performance data is based on past performance and is no guarantee of future results. If you would like to report discrepancies with the information presented, please contact us.