Community Foundation of the Eastern Shore
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What Others Say:
I feel that the foundation has helped my organization in the past. If it was not for the grants we received the progress we have made would have not happened.
-- Costen Recreational Council

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Advisor Resources

As a professional advisor you may play a key role in helping your clients structure their charitable giving plans. Your clients look to you for legal and/or tax advice.

Whatever your question, the Community Foundation of the Eastern Shore (CFES), can be a resource to you in helping your clients meet their philanthropic goals.

When a donor establishes a fund at CFES, a founding document will detail how the fund will be managed. This gives the Community Foundation a clear understanding of the donor's charitable intent. Each founding document is unique to the wishes of the donor.

If you or your client is interested in opening a fund at the Community Foundation, or for more information about how CFES assists professional advisors in their work with your clients contact Spicer Bell, the Foundation's President at 410-742-9911, or by email at bell@cfes.org.

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