Richard-S-Wootten-Sr-FamilyAs 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 Erica Joseph, Vice President, Community Investment, at 410-742-9911, or send an email to: ejoseph@cfes.org.