Achieve your client's financial and philanthropic goals,
strengthen the relationship with your client,
and open doors with charitable giving conversations.
Professional advisors can offer clients many alternatives, in addition to tax-advantages, by working through Community Foundation of Acadiana verses commercially charitable funds and private foundations.
The Foundation partners with professional advisors by offering many tools for developing a charitable plan that achieves their client's philanthropic and financial goals.
It is convenient and strategic to work with the Foundation. Use the experience of our professional staff by maximizing time and efficiency, receive low administrative fees, personal one-on-one service, receive comprehensive information of the investments, review your clients' summarized giving in quarterly statements. No matter the objective, the Foundation is flexible and creative to achieve your client's goals.
From retirement assets, to property, to trusts -- we offer clients the ability to leave a legacy.
Click here for the ADVANTAGESof working through Community Foundation of Acadiana.