A Resource for Professional Advisors

The Community Foundation of Broward is a go-to resource to help professional advisors meet their clients' charitable goals.

How We Work With You

  • Our philanthropic experts collaborate with you to create personalized giving strategies that reflect your client's values, passions and goals.
  • Your client's philanthropy is carried out through their own charitable Fund at the Community Foundation.
  • You stay involved. You are welcome at all meetings we have with your client and when you can't be there, we follow up to keep you in the loop.
  • You are invited to join the Professional Advisors Council. This elite group of professionals gives us guidance and can earn continuing education credits at Community Foundation events.
  • Together we ensure your client maximizes the impact of their charitable dollars.
What Sets Us Apart

While most charitable organizations focus on a single issue, the Community Foundation's unique approach provides solutions and permanent resources to tackle all the issues that matter most to Broward.

We offer:

  • Unmatched local knowledge.
  • Tailor-made giving strategies.
  • Philanthropic expertise.
  • A more than 30-year track record of leadership and success.
  • Outstanding fiduciary oversight.
  • Endowment to ensure philanthropic impact continues forever.
Let's get started

You know your client. We know philanthropy. Together we can help your client create a legacy of impact – and also ensure a brighter future for Broward. To get started, contact Vice President, Philanthropic Services, Nancy Thies at 954-761-9503 or nthies@cfbroward.org

Resources for Professional Advisors are made possible through the generosity of the William R. Watts Foundation.

Join Our Professional Advisors Council

The Professional Advisors Council is an elite group of tax and estate attorneys, accountants and financial advisors who understand the important role philanthropy plays in estate planning.
  • Help guide your clients’ philanthropy
  • Earn continuing education credits
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