Supporting Professional Advisors

Supporting Professional Advisors

We’re committed to helping you provide your clients with up-to-date, locally pertinent information on meaningful, effective charitable giving.

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service.

Rose Meissner, president of the Community Foundation, is also always available to assist in helping you provide clients with clear, easy-to-understand gift illustrations. If you’d like assistance with a gift illustration, please contact Rose at (574) 232-0041 or email her.

We also provide several useful free resources for Professional Advisors (see links below). If you’d like to receive our weekly “Advisor News” update email, call our office at (574) 232-0041 or email us.

AVAILABLE GIFTLAW TOOLS:
P.O. Box 837, South Bend, IN 46624 | 205 W. Jefferson Blvd., Suite 610, South Bend, IN 46601 | Phone: (574) 232-0041 | Fax: (574) 233-1906

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