We Can Help You Serve Your Clients Better
It’s simple. Professional advisors know their clients and provide expert guidance about their personal wealth. The Community Foundation knows philanthropy and has been a trusted resource for more than 25 years.
We work together with professional advisors (accountants, attorneys, wealth managers, financial planners, insurance professionals, and other advisors) to help their clients do even more to support the causes and organizations they value while achieving their financial objectives, meeting their personal philanthropic goals, and helping build our Keys community for the future.