As a professional advisor, you’re always working to honor the interests of your clients while safeguarding their investments. For clients who wish to make a difference in their community, from traditional giving to more complex legacy giving, Central Florida Foundation can work alongside you to help them develop a strategy that yields true, meaningful impact. As our region’s community foundation, we know the individuals, nonprofits and initiatives that address community issues in Central Florida. We will work with you and your clients to identify the right direction for their philanthropic goals.
Download/Print/Share
Information for Advisors
Download/Print/Share
Information for Advisors
Our personalized Signature Fund is a simple, flexible and efficient tool for your client’s giving.
Our Forever Fund option is a sustainable, reliable way to support a cause you client care about for generations to come.
If your client is 70½ or older, an IRA Rollover Fund offers a way to lower income and taxes from their IRA.
First You Talk’s Navigating Generosity: Learn charitable giving basics – from smart giving vehicles to philanthropic strategies – with this podcast designed for CPAs, estate attorneys, and financial advisors looking to expand their suite of services and deepen client relationships.
Want to better understand complex community issues? Tune into all the First You Talk episodes to learn about housing, homelessness, and more.
Community foundations:
✔ are tax-exempt public charities recognized by the IRS.
✔ support a specific geographic region.
✔ manage charitable funds established by individuals, families and organizations.
✔ work to solve complex issues within its defined geographic region.
Central Florida Foundation is our region’s community foundation.
One benefit of working with us is that we accept a wide range of assets, including:
✔ cash
✔ appreciated securities
✔ real estate
✔ life insurance
✔ IRAs and other qualified retirement plans and funds
✔ partnership interests
✔ bequests and trusts
✔ converting a private foundation
Our charitable giving team is here to talk through complex strategies to create the best possible outcome for your client.
There are many benefits to working with a community foundation instead of a large financial institution.
I have found the Central Florida Foundation to be a very important resource for our community, and I recommend its services to clients and colleagues without reservation.
- Harold A. Ward, III | Winderweedle, Haines, Ward and Woodman, P.A.
At Central Florida Foundation, we measure our success through the growth of the charitable assets we hold and the impact of the grants we make. Review our financial statements and investment summary with your clients for an overview of the Foundation’s stewardship of the charitable legacy of our generous community philanthropists.
As a true partner to professional advisors, we offer a number of resources to help you help your clients leave a lasting legacy.
Central Florida Foundation is our region’s community foundation. We’re a team of charitable giving experts that can help empower you with the information and materials you need in order to offer your clients more. From ensuring the best possible tax deduction and providing a variety of giving structures to useful presentations and print-ready client handouts, partnering with us is like having a philanthropic team on your team.
Interested in an introductory call to learn more? Connect with our team today.
Steven J. Jerina, MPA, CAP®
Vice President of Philanthropic Strategies and Partnerships
sjerina@cffound.org
800 North Magnolia Avenue, Suite 1700
Orlando, FL 32803
p. 407.872.3050
© 2025 Central Florida Foundation