Resources for Professional Advisors
The Rochester Area Foundation has been working with professional legal and financial advisors for many years. Our goal is to help you help your clients. Rochester Area Foundation provides accurate and timely information so you can better serve your clients' needs. We have printed materials, custom presentations, and seminars for advisors (with Continuing Education units available). Our mission is to increase philanthropy throughout the region, and many of the requests we receive are for technical assistance, not necessarily a gift to the Community Foundation.
Consultations and Presentations
A consultation is a great way for Rochester Area Foundation to share more information with you about the services and giving options that we can provide your clients. We are happy to arrange a phone call or in-person meeting at the time and date that works best for you.
Our expert staff can present to your team at your next department or staff meeting to identify charitable solutions to gift and estate planning problems. The presentations include ample time for discussion and can be tailored to fit your schedule.
Rochester Area Foundation uses PG Calc Software to provide you with charitable gift planning illustrations. Contact Paul Harkess or Steve Borchardt to request a free gift illustration via phone (507) 282-0203 or email. The illustration can be faxed to you or sent by email upon request.
Informative Tools for You and Your Clients
Professional Advisors often ask Rochester Area Foundation to provide materials they can use with their clients to describe how a community foundation works and what options are available to them. Rochester Area Foundation is pleased to present fact sheets that provide concise overviews of giving options (both current and planned gifts) and strategies for you to use or pass along to your clients.
Printed brochures on advised funds, planned giving, real estate donations and other topics are also available.