Advisor Role

We appreciate all of our professional advisors who help their clients enhance our communities. 

As you discuss your client’s needs and goals be sure to explore their charitable inclinations.  Take the opportunity to educate them about possible solutions based on their unique circumstances and wishes.   Encourage them to consider using some of the many tools the Greater PineBelt Community Foundation can offer.

No two clients have the same charitable giving interests. We will help you find solutions that are most effective in meeting your client’s charitable intentions today and in the future.

Through this process you have a unique opportunity to help your clients make a difference in their world by building stronger communities and changing lives with their charitable gifts.

Thank you for making a difference!