We define professional advisors as attorneys, stock brokers, accountants, insurance agents, and other financial advisors who work closely with clients to fulfill their charitable giving goals – either in their clients’ lifetimes or through estate gifts. Professional advisors may be responsible for referring up to 80% of gifts to the foundation. Frequently, the local community is the beneficiary of that charitable giving.

At the Greenwood County Community Foundation, we partner with local professional advisors to add a philanthropic component to their advisory role with clients. Contact us – it will be our pleasure to assist you in creating custom, strategic, charitable giving plans.