Financial Advisor Program

You can help your clients reach their charitable goals while also maximizing their annual┬átax benefits by working with us to help your clients create a fund through the Charlotte Community Foundation. We also know that your clients have grown to rely on your financial expertise and want you to stay involved in helping them plan for the future. ┬áThe Charlotte Community Foundation is has developed a new program that will allow you to retain your clients’ charitable assets at your financial institution and continue to manage your clients’ charitable giving vehicles.

Please contact us for additional details. 941.637.0077


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