The Community Foundation - Rochester Area The Community Foundation

Professional Advisors

Since 1972, legal and financial advisors in this region have trusted the services, tools, and resources of the Community Foundation to help them meet their clients' charitable needs.

As you and your client explore charitable options, we can help.

Get Started, Establish a Fund, Achieve Your Goals
   
Get Started Establish a Fund Achieve Your Goals

Visit the toolbox to update your contact information and for gift calculators, sample fund agreements and statements, recent articles of interest, and other useful information to help you help your client.

Click the links below for more pertinent information:

Fee Schedule
Planned Giving Design Center
 Recent Investment Results
Investment Guidelines

Dana K. Miller   Questions?  
Contact Dana K. Miller, Vice President, Advancement, to find out more.

June 11 Seminar

Topic: Retirement and Estate Planning Strategies
Presenter: Robert Keebler of Keebler & Associates, LLP of Green Bay, Wisconsin, and attorney Philip L. Burke of Woods Oviatt Gilman LLP. 
When: Tuesday, June 11
Where: Irondequoit Country Club, 4045 East Avenue, Pittsford
Cost: $110, with continuing cducation credits for many disciplines available.
To Register: Click here to RSVP online today. 
Questions: Email Kate Baker or call her at (585) 341-4337.

Advisor News

Close Ties with Advisors

Our relationship with Professional Advisors is important to us. We publicly thank those advisors who help us grow.

Financial planner   Nannette Nocon    discusses what the Community Foundation does for her clients.