Our community is home to many of the brightest attorneys, accountants, and financial advisors in the region. We are proud to offer easy ways for professional advisors to work with the foundation to meet the philanthropic planning needs of clients. You won't find a better partner anywhere else.

Your clients

We understand that your relationships with your clients are your top priority. The key word is "relationship." We are committed to helping you build, maintain, and deepen your connections with your clients as their "go to" advisors for wealth management, accounting, and estate planning across generations. We will never create obstacles between you and your clients; rather, we are here to assist you behind the scenes or in whatever capacity makes the most sense for you to deliver value to the individuals, families, and business you serve.   

Your responsibility

In today's social impact culture, philanthropic planning isn't just a nice to have. It's a must have. To fulfill your obligations to serve your clients, you need to know the full range of everything the laws and regulations offer in establishing tax-savvy charitable giving vehicles that meet your clients' goals. Our experts are here to help you! Philanthropy conducted through a community foundation meets the high standards of today's best practices for achieving tax effective social impact objectives. 

Your partner

We would be pleased and honored to work with you. Whether you're establishing a donor-advised fund for a private foundation client, or setting up a family foundation fund from scratch, or assisting a C-level executive with corporate giving strategies, we would love to be your partner.



Jose Bennett is our staff accountant. Jose is recognized as the area's foremost authority on nonprofit taxation, including charitable remainder trusts, private foundations, public charities, and pooled income funds. 

Jose Bennett - Staff Accountant



Donnie Roberts serves as our program director. He's also an attorney, with 13 years of experience with estate planning, corporate taxation, individual taxation, and mergers and acquisitions. 

Donnie Roberts - Director of Programs