Giving & Investing

Resources for Professional Advisors

Partnering to Support your Clients’ Philanthropy

Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. We are here to be a resource for you as well as a philanthropic partner to help you meet your clients’ financial, personal, and business goals. Through the many possibilities of charitable giving, financial planners, attorneys, accountants, trust officers, and other professionals who have relationships with donors are our valued partners in philanthropy.
Here are some resources and tools that will help assist you and your clients to better understand charitable giving options at the Community Foundation:

Toolbox for Professional Advisors

Toolbox for Professional Advisors
As a Professional Advisor, there are endless options and routes you could take to help serve your clients. We’ve cultivated a list of resources that may be helpful in best determining what the next step is to leverage philanthropy for the benefit of your client, as well as the different giving options your client can take advantage of alongside the Community Foundation.
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Professional Advisors Network for Northern Virginia

Professional Advisors Network for Northern Virginia
By participating in our Professional Advisors Network for Northern Virginia, you will join the ranks of like-minded attorneys, trust officers, accountants, estate planners, and financial advisors across the region who are looking for resources, opportunities, and partnerships to help meet their clients’ philanthropic needs. Through this group, the Community Foundation curates timely resources, networking events, and up-to-date information on notable current and pending tax laws, as well as charitable resources for both you and your clients’ benefits.
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Door Opener Society

Door Opener Society
The Door Opener Society is an esteemed award that honors attorneys, accountants, trust officers, and estate and financial planners who have helped clients achieve their charitable objectives through the Community Foundation. Members of our Door Opener Society partner alongside the Community Foundation for philanthropic planning, which both adds value to their practice and fosters stronger relationships with their clients.
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Additional Articles & Resources

Additional Articles & Resources
On a quarterly basis, the Community Foundation will post an article in a blog series curated solely for professional advisors in our Northern Virginia region. Articles will discuss relevant information and opportunities to help you meet the financial and charitable goals of your clients, and will feature articles written by Northern Virginia-based attorneys, accountants, trust officers, financial planners, and Community Foundation staff. To be alerted when articles are released, please join our Professional Advisors Network for Northern Virginia.
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