For Professional Advisors

Community Foundation of Henderson County is your partner in philanthropy, providing resources and solutions that help you invest your client’s resources in a way that fulfills their financial and charitable wishes.

As a trusted advisor, your client’s look to you for advice on how to structure their charitable giving. Our customized services help you meet your client’s charitable giving, estate planning and tax objectives. Community Foundation of Henderson County can support you and your clients at every step of the charitable giving process. Think of the Community Foundation as your personal planned giving center and philanthropic expert.

  • You are the Trusted Advisor -- We are Your Trusted Resource.
    During the process of working with the Community Foundation, your client remains your client and you stay in control of the relationship. We simply work through you. Not only are we able to offer local giving expertise, but also provide a giving infrastructure that helps you supply the best solutions to your client.

  • We help you build stronger relationships.
    High net worth individuals tend to talk about giving as they make financial plans with their advisors. At your invitation, we are available to join you at the table to discuss their available charitable options. They will appreciate the charitable impact and tax advantages you help them achieve by working with the Community Foundation.

  • We help you cross generations.
    When you help families establish family giving plans and/or Donor Advised Funds through the Community Foundation, you begin an ongoing process of involvement with the current and future generations of that family.

  • We offer solutions.
    The Community Foundation can offer a solution to the delicate dilemma of talking about philanthropy without recommending one charity over another. We can help facilitate conversations around community issues and help you help your clients learn more about programs that make a difference in the areas they care about most.

  • We value local relationships.
    The Community Foundation's Alliance Manager Program increases flexibility and availability to investment managers while also providing donors, your clients, with improved access to local financial expertise. Any qualified Professional Investment Manager can be recommended by a donor for this project when there is an aggregate of $250,000 available to be placed with the recommended manager.

We provide the infrastructure so you can supply the best solutions:

Alliance Manager Program CFHC Advisors Council

For questions regarding Professional Advisors,
contact Chief Financial Officer Rachel Buchanan.