As an investment advisor, I see my clients giving of their time and resources to support causes that matter to them. I believe that a good advisor can play a role in helping clients accomplish their unique charitable goals.
The Community Foundation has proven to be an excellent resource, with the technical expertise and knowledge to help me customize solutions for my clients. When a fund was established to honor a colleague diagnosed with ALS, the Community Foundation provided expert assistance. The Lowell Smith Circle of Courage Fund has exceeded expectations, allowing us to contribute more than $30,000 a year to Lowell’s favorite charities since his death in 2005.
The Community Foundation has been there for me personally and for my clients. They add tremendous value to the services that I can offer my clients, making me a more effective advisor. I am proud to be associated with the Community Foundation because it is, in my experience, Where the Smart Money Gives.