Your clients look to you for guidance about their personal wealth. We can enhance your relationship by suggesting charitable giving strategies that will help them actualize their philanthropic goals while also achieving their financial, personal, and business objectives. We are eager to help in a way that supports – not thwarts – your relationship with your client.
“It’s a matter of helping people understand the many services the Foundation offers, and the fact that their contributions can benefit our whole community.”
– Kristen D. Drake, Esq, former Chair of The Community Foundation for Northeast Florida’s Amelia Island Professional Advisory Council
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