The Financial Advisor Program of the The Community Foundation Martin – St. Lucie

make-great-thingsThe relationship between clients and their financial advisors is an enduring one, built on mutual understanding, respect, integrity and proven investment expertise.

The Community Foundation Martin – St. Lucie honors this relationship and offers financial advisors an opportunity to expand their options in charitable giving on their clients’ behalf. Working with TCFMSL, professional advisors continue to take the lead in communicating with their clients and directing their clients’ investments.

TCFMSL, with more than three decades in charitable giving, understands that each advisor-client relationship is unique. The value-added services of TCFMSL are structured to meet individualized advisor-client goals and needs.

TCFMSL in turn offers advisors these service advantages:

  • Access to a wide array of investment vehicles
  • Carefully vetted structures for charitable giving
  • Simplified methods for establishing donor-directed funds and foundations
  • Rigorous evaluation of not-for-profit organizations whose mission intersects with the interests of clients
  • Administrative support with clear and consistent reporting
  • Ongoing oversight over distributed funds
  • Assurance that a client’s wishes will be followed in perpetuity.

We welcome an opportunity for a personal conversation about the ways in which the The Community Foundation Martin – St. Lucie can be of service to you and your clients.