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We're your charitable back office.

For CPAs, financial advisors, and estate planning attorneys, charitable giving can bring questions and complexities beyond your everyday work. That's where we come in. Central Florida Foundation provides the expertise, personalized guidance, and administrative support to help you navigate your clients' charitable giving needs with confidence.

When charitable giving comes up with a client, we'd be honored to be your first call.

Call Steve Jerina at 321-966-2588 or send him an email.

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Better serve your clients without any extra work.

Strengthen Client Relationships

You are one of your clients' trusted advisors. That's why we work behind the scenes or alongside you to help deliver thoughtful charitable giving solutions, keeping your client relationships at the center.

Expertise Without the Extra Work

From charitable giving strategies to complex assets and fund administration, our team brings specialized knowledge and practical support so you don't have to navigate every detail yourself.

Community Knowledge at Your Fingertips

You don't have to know every nonprofit or community need to help your clients give with purpose. We bring local knowledge and connections to help your clients discover charitable opportunities that align with their interests.

OCTOBER FEATURED ADVISOR

Greg Meier, ShuffieldLowman

Local estate attorney, Greg Meier, works with us professionally as an advisor and personally as a philanthropist. When asked what he liked most about working with us, his answer was simple:

"When I call, they pick up. When I email, they respond."

Our team is responsive, knowledgeable, and always willing to help in a personalized and thoughtful way.

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A win for your client. A win for our community.

When your client establishes a fund at Central Florida Foundation, their generosity goes further. Unlike commercial providers, where fund expenses support a financial firm's bottom line, expenses at CFF help fuel the work we do to strengthen Central Florida. That means your client makes an impact through the grants they recommend and through the broader community work their fund helps support. Here, they're part of something bigger.

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Start the Conversation

Connect With Us

Ready to talk more? Let’s get in touch! Call our VP of Philanthropic Strategies and Partnerships, Steven J. Jerina, MPA, CAP® at 407-872-3050, or send an email.

Email Steve