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Advisors

Manatee Community Foundation can serve as a trusted steward of your client’s charitable wishes…now and forever. 

Your clients trust you to help them manage their assets and plan their estates when they are making decisions about the intersection of their wealth and philanthropy. They turn to you for expertise on how to make the most of their hard-earned dollars.

Manatee Community Foundation works together with you and your clients in partnership to find the right giving vehicle, the right cause, and the right timing for clients for who are charitably inclined, Manatee Community Foundation can help and be an extension for your services. 

Manatee Community Foundation partners with estate planning attorneys, financial advisors, CPAs and others who trust the local knowledge and philanthropic expertise of our team when planning a current gift or legacies that will live forever.

To schedule a meeting or a visit to your firm to learn more about the power of a community foundation, contact Jennifer Abbott, Director of Philanthropy.