Advisors Resource Center

 

Greetings and welcome! At The Catholic Foundation of Central Florida we are committed to the advisor-client philanthropic conversation and wish to provide resources for Catholic and non-Catholic advisors. Non-Catholic advisors have clients with religious beliefs and can benefit from understanding the landscape of how these clients can achieve their charitable goals in alignment with their beliefs. Our Planned Giving Advisory Council membership is for Catholic professional advisors, but we also invite the broader community of advisors to some of these meetings to share resources that will benefit their practice and their clients. Additionally, our Chartered Advisor in Philanthropy Study Group is open to professional advisors and nonprofits in our broader community.

We believe in the multi-sector, multi-discipline impact which advances philanthropy and addresses our community needs in transformational ways. Through this page and our Planned Giving Advisory Council meetings and Chartered Advisor in Philanthropy Study Group we will be providing resources to help you distinguish your services, advise your clients along their philanthropic journey and build your multi-sector and multi-discipline network. We will be periodically adding more and more content along the way – please check back. For more information contact Kimberlee Riley, CAP by email or call 407-341-6298.

Recommended Reading List:
Mark Weber, The Legacy Spectrum or A Spectrum of Legacies
Scott and Todd Fithian, The Right Side of the Table
The Stanford PACS Guide to Effective Philanthropy

Articles:
Pages From Philanthropy Impact Magazine Issue 28 Pt1
Ways Advisors Can Add Next Gen Clients