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professional advisor network
The promotion of philanthropy as for professional advisors can be one of the most meaningful aspects of their practice. It can also solidify and deepen relationships with clients as well as build upon foundations with the next generation in preparation for a wealth transfer. At the Essex County Community Foundation, we recognize the importance of our relationships with advisors. We strive to maintain our reputation as the premier resource for legal and tax professionals who want to obtain a more comprehensive understanding of the role charitable planning can have in their clients’ financial and estate plans. The ECCF Professional Advisor Network consists of leading lawyers, accountants, financial planners and advisors, insurance and other professionals in Essex County who are committed to enhancing their client relationships by promoting philanthropy through their professional practices. As part of membership to ECCF’s Professional Advisor Network, advisors will begin to promote and encourage philanthropic conversations between advisors and their clients and to bring awareness to the benefits of making tax advantageous gifts.
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how can we help?
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