Professional Advisors

Cal WernerThe Community Foundation of the Great River Bend has a unique model for working with Professional Advisors and their clients. We connect with, and offer services to, more than 500 professional advisors including attorneys, accountants, financial planners, insurance agents, brokers, and trust officers. These advisors are affiliated with over 200 firms in the community.

ADVISOR CIRCLE

Members of the Community Foundation's Advisor Circle serve their clients through inspired legacy planning.  Each member has assisted one or more donors to establish an especially significant gift at the Community Foundation to benefit the community.  Click Here To View List of Advisor Circle Members

The planned giving experience at the Community Foundation of the Great River Bend combined with the experience of professional advisors proves to be a winning combination. The Community Foundation has grown to over $116 million in assets as of January 2016 and is continuing to grow and support eastern Iowa and western Illinois.

Visit Investment Strategy to lean more or download our Investment Policy.

Benefits of partnering with the Community Foundation
As a Professional Advisor, partnering with the Community Foundation of the Great River Bend will assist you in helping your client reach their personal and charitable goals. Working with the Community Foundation is another service you can offer while maintaining your clients’ relationships. Many gifts are able to remain invested with the clients’ current money manager.

The Community Foundation makes available many resources to assist in making your clients’ charitable dreams a reality. We offer planned giving expertise, online resources, recognition programs, and special events for both you and your clients. 

CLICK ON LINKS BELOW TO DOWNLOAD:

Invitation to IPPP's May 2016 Program for Professional Advisors

Invitation to families and individuals to attend a free estate planning seminar with a national expert on May 16, 2016

"We'll be able to do more to preserve historic materials. It's a gift that will help our community for years to come."

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Refer a friend to us

Know someone who would benefit from the expertise of our financial professionals at the Community Foundation? Refer them to us now!

Did You Know?

The Community Foundation has an Advisors Circle, which recognizes professional advisors who have fostered partnerships between their clients and the Foundation.
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