Advisors

For Advisors

Today’s donors are looking to their professional advisors for financial planning advice and tax strategies. As you consider solutions that will provide the most benefit for your clients, remember charitable giving through the Hamilton Community Foundation can play an important part in your clients’ financial plans.

For 65 years, the Hamilton Community Foundation's expert resources have teamed with professional advisors to help their clients achieve their goals and support the causes they care about. By partnering with us you can build relationships, increase your understanding of community needs, and strengthen and improve our community through philanthropy.

Local Professional Advisors also receive invitations to Hamilton Community Foundation events offering networking and education. 

Click on these resource links especially for professional advisors:

  • Engage Your Clients is a one-page summary of tips for opening a charitable giving discussion. 
  • GiftLaw is a web-based gift planning tool for professional advisors interested in charitable gift planning strategies. Updated continually, GiftLaw includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations.
  • Advisor News assists you in navigating charitable giving options and keeps you up to date on the latest giving strategies.

As a professional advisor, you are in the unique position to serve not only the philanthropic needs of your clients, but to have a significant impact on the quality of life for the people in our community.