Professional Advisors

Our goal is to help you find the giving vehicle that best meets your clients’ needs.

The Community Foundation of Northwest Florida works closely with professional advisors (financial planners, attorneys, accountants, trust officers, brokers, and insurance agents) and their clients to establish giving approaches that meet the philanthropic interests of the client and their individualized tax planning needs. We provide support, information, and expertise on charitable giving. Our goal is to help you find the giving vehicle that best meets your clients’ needs.