Professional Advisors

We value working with professional advisors to help their clients achieve their philanthropic goals. As an advisor, you’re always working to honor the interests of your clients while safeguarding their investments. For your clients who wish to make a lasting difference in the community, from family philanthropy to advised funds, we can help you develop a personalized strategy that yields true, meaningful impact.

As we approach the end of the year, we have created a timeline that outlines when specific gifts must be received to qualify for a charitable tax deduction in the 2019 tax year. Click below for more details.

End of Year Timeline

Ways to Give

With Central Florida Foundation, there are many different ways to give. Whether your client wants to create their own philanthropic plan or give to an existing initiative, we can help make the process simple. Ways your clients can give include:

  • Cash
  • Life Insurance
  • Real Estate
  • Appreciated Securities
  • IRA Charitable Rollover
  • Convert a Private Foundation
  • Bequests & Trusts

If your client is giving stocks, bonds or mutual funds, please use the following forms to help.

Nicole Donelson
Vice President of Philanthropy

Looking for more resources? Visit our Planned Giving page for more resources to help your clients leave a lasting legacy. Click here.