OFFER MORE TO YOUR CLIENTS.

MORE OPTIONS. MORE RESOURCES. MORE IMPACT.

We offer personalized, supportive services to professional advisors who want to meet their clients’ philanthropic goals.

Partnering with us offers you and your team:

- Complimentary introductory call, check-ins and presentations that allow us to answer all your questions and meet your needs
- Access to our team of charitable giving experts, including our Chartered Advisors in Philanthropy
- Comprehensive philanthropic tools that empower you to talk to your clients with confidence
- A weekly newsletter that offers charitable giving news from Washington

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Professional Advisor Brochure

LET’S GET STARTED.

PARNTER WITH US

Access digital and print-ready fact sheets and handouts, plus learn more about us and how we can empower you to offer more to your clients.

LEARN MORE

PLANNED GIVING TOOLS

Visit our planned giving hub to gain access to charitable giving calculators and illustrations, sample language, our complimentary estate planning guide for clients, and more.

PLANNED GIVING HUB

JOIN OUR ADVISOR NEWSLETTER

Sign up to start receiving Central Florida Foundation's professional advisor newsletter, which includes weekly charitable giving updates from Washington.

SUBSCRIBE NOW

PROFESSIONAL ADVISOR COUNCIL

Central Florida Foundation’s Professional Advisory Council is a diverse committee of local professional advisors who have aligned values and a shared passion for our community.

Council Members

Aly Benitez, MBA | J.P. Morgan Private Bank
Byron Deese, CEPA | Glass Jacobson Wealth Advisors
Darrell DeVaney, CFP, CAP | F4 Wealth Advisors
Carol Felsing, CPA | Felsing LLC
Julia L. Frey, J.D. | Private Wealth Services Group
Jorge L. Martinez, CPA | Withum
Greg Meier, J.D., CAP | ShuffieldLowman
Lynn Sedwick | RSM
Andrew Thompson, J.D. | Zimmerman Kiser Sutcliffe
Robert Thomson, CPA/PFS, AIF, MBA, CAP | Trivergent Trust Company
Chris Toadvine, MS, CFP, AIF | Certified Financial Group, Inc.
David Torre, J.D., CFP, AEP, CAP | Seacoast Bank
Stacey Prince Troutman, J.D. | Akerman
Rebecca True, CFM | True Capital Advisors

Let’s talk.

Contact Our Philanthropy Team

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