Skip to content
mcf logo top

mcf banner

mcf logo bot
You are here:Home arrow Giving & Donating arrow For Professional Advisers
Increase font size Text Size Decrease font size Default font size

For Professional Advisers

Print E-mail

Click play to watch this video
Can't see the video? Click here to get Flash Player

 As Professional Advisers, you have the opportunity to help your clients achieve their charitable goals, through planned giving that blends philanthropy with overall financial and estate planning.

In this section find out how MCF can help you help your clients with their charitable giving.

For a copy of a brochure specifically for Professional Advisers and your clients please click here.

Benefits of Working with Community Foundations

MCF can help you develop a deeper, richer client relationship;

  • Personal satisfaction of helping clients make a difference;
  • MCF can assist as a referral service to your clients who have complex philanthropy objectives;
  • MCF can provide philanthropic advisory services if you want to research a particular philanthropic program; and
  • By incorporating philanthropy, in particular the community foundation model into your client's wealth plan, you stay competitive if not 'ahead' of your competition.

A sub-committee of MCF’s Board together with Carnbrea, an investment and financial planning company, manage MCF’s pooled endowment fund.

Further Resources

Last Updated ( Monday, 13 October 2008 )