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For Professional Advisors
Overview
Helping your clients meet their financial and charitable goals is an
opportunity and a privilege. Research shows that people who retain
professional advisors often are eager to learn about philanthropy and count
on their advisors to know about planned giving.
The Eastern Shore of Virginia Community Foundation is a resource for you and
your clients. Attorneys, accountants, financial planners, insurance agents
and other professional advisors are the Eastern Shore of Virginia Community
Foundation’s valued partners in charitable giving. We are proud of our
Foundation’s devotion to working with professional advisors to meet the
needs of their clients.
The Foundation can help you stay current on charitable giving options.
Through our affiliate relationship, staff from The Norfolk Foundation are
available to meet with you and your client and to provide any assistance
needed. For example, we can calculate the numbers for returns on a
charitable trust. We also are available to talk with your firm, professional
organization or other groups about charitable giving. We are available to
discuss charitable giving options, community needs, grantmaking impact,
planned giving and charitable giving benefits.
As a professional advisor, you can sign up for the Planned Giving Design
Center, a free online resource center made available through The Norfolk
Foundion. Registered users can choose to receive email alerts and analysis
regarding legislative developments, court decisions and Internal Revenue
Service regulations affecting charitable giving. The national Planned Giving
Design Center complements services offered by the Foundation’s staff.
If you need additional information on charitable giving, please contact
David M. Parker
Executive Director
(757) 789-0910
dmparker@esva.net
or
E. Polk Kellam, Jr.
Chairman
(757) 442-5811, ext. 12
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