DEEPEN YOUR RELATIONSHIPS WITH YOUR CLIENTS: EXPLORE OUR CHARITABLE PLANNING SERVICES
Your clients trust you to help them achieve their financial goals—partner with us to help them achieve their philanthropic ones, too.
As an advisor, you have the unique opportunity to bridge personal wealth with community impact. Through the Community Foundation and United Way of Volusia-Flagler Counties, you can offer clients strategic, tax-advantaged giving options available only through a 501(c)(3) foundation.
These complimentary tools enhance your advisory services, deliver meaningful client outcomes, and drive measurable impact across our community—all at no additional cost or administrative burden to you.
Elevate Your Practice. Empower Your Clients. Strengthen Your Community.
Reach out so one of our Philanthropic Advisors can discuss our services, including:
- Estate Charitable Management
- Customized giving plans, grant administration, compliance, and family engagement—partnering with advisors to build lasting charitable legacies
- Philanthropic Consulting Services
- Expert grant management and local insight—freeing advisors and donors to focus on purpose while we manage reporting, outreach, and collaboration
- Strategic Giving & Fund Establishment
- Donor-Advised Funds (DAFs)
- Field of Interest Funds
- Endowment Funds