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SPONSOR Kim Mason CFP®, CPM® Morgan Stanley Smith Barney PROFESSIONAL ADVISOR COUNCIL MEMBERS (as of November 10, 2011) Tom Cholis Chevy Chase Trusts
Nell Cordick
BB&T
Tammy DiMartino
PRS, Inc.
Tess Downing Fox, Joss & Yankee
Larain Geathers
KinderCare Learning Center Gordon Kimpel Capitol Financial Partners
Rebecca Parker
RBC Wealth Management Lisa Poff Glassman Wealth Services
Karen Tovey
Harris SBSB Marc Wishkoff Chevy Chase Trusts Len Wolf The Wolf Group/Access Hope, Inc. PROFESSIONAL ADVISOR COMMITTEE Paul Lanzillotta, Co-Chair Manning Murray Kyle Meyer, Co-Chair McLean Asset Management Leigh Alexandra Basha Holland & Knight Phil Brown PNC Gordon Kimpel Capitol Financial Partners Katherine Oser Northwestern Mutual Eric Showalter Wells Fargo Advisors Karen Tovey Harris SBSB |
Professional Advisor Council members benefit from the Community Foundation's events and meetings which will explore topics to help you understand and communicate more effectively with your clients and share industry best practices—all while giving you the chance to share ideas, network with your colleagues and community leaders.
$150 Professional Advisors Council Annual Membership benefits include:
-Complimentary admission to Professional Advisor events to help keep you abreast of best practices, law changes and how to communicate effectively to your clients
-Complimentary admission to “conversation” events like breakfasts and happy hours with community and industry leaders, foundation donors and other VIPs*
-Listing on the Professional Advisor page of the Community Foundation for Northern Virginia’s website, www.cfnova.org
-Professional Advisor manual which includes information on how your clients can benefit by the Community Foundation’s activities
-Subscription to our quarterly e-newsletter
$1,000 Professional Advisor Council Sponsorship benefits include:
-All of the above benefits plus listing as a Professional Advisor Council Sponsor in all event and invitation materials for a full year
-$850 is considered tax-deductible
-Your membership benefits the Community Foundation and gives you and your company access, visibility, and association with the premier foundation serving the region where you and your clients live and work.
CLICK HERE TO BECOME A MEMBER TODAY
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans. Our Foundation is here to help you with the donation process and engage you more deeply.
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