Your clients trust you to help them manage their assets and plan their estates. They turn to you for expertise on how to make the most of their hard-earned dollars. For those clients who are charitably inclined, Indian River Community Foundation can help.
Indian River Community Foundation partners with local attorneys, accountants, financial planners, brokers, insurance agents, estate planners and other advisors to help organize and carry out a client’s charitable giving during their lifetime. The Community Foundation can also serve as a trusted steward of your client’s charitable estate.
Click here to access the forms required to establish an account for your client.