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Professional Advisor Services

As a professional advisor, you are in a unique position not only to serve the charitable needs of your client, but also to dramatically improve the quality of life here in Kosciusko County.  Funds established today will provide a critical stream of income in the years ahead to meet our community’s changing needs.

We understand your critical role in helping donors achieve their charitable goals; and the Community Foundation offers services to enhance your relationship with your client.

Consider the services we can provide to you:

• We offer education and training opportunities. You increase your expertise regarding charitable giving trends, network with other professionals in your field, and earn continuing education credits.
• We offer planned giving tools, including Planned Giving Answers Online. You have tools at your fingertips complete with illustrations to explain different giving tools to your clients cutomized to their particular situation.

In order to best serve you and your client, we are prepared to:

• Offer counsel on giving instruments and options for funding such instruments
  
• Provide illustrations and projections; Draft or review necessary documents; and
  
• Provide information and guidance on the community’s charitable needs.
  
  

All these services are provided at no cost to you or your clients on a confidential basis. A more complete listing of our services to you and your clients is available under Gift Planning Services.

For more information on how the Foundation can help you or your clients, please contact us by clicking here or by calling 574-267-1901.

If you would like to be included on the invitation mailing list for our Professional Advisor Workshops, please complete the form below.

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