为客户提供建议
社区基金会认识到，您作为客户的顾问和知己，在制定计划以满足客户的慈善需求和愿望方面发挥着关键作用。 我们努力使慈善捐赠过程简单易行，让所有参与者都能从中获益。 为此，我们致力于满足您的需求，确保您随时掌握相关信息和工具，帮助您的客户实现慈善目标。
顾问新闻与故事
Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but ...
Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning
Here’s a roundup of events and activities that we’ve led over the past year to ...
Advising The Charitable Millionaire Next Door
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...
2024 Partner in Philanthropy Award Recipient
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...
家族慈善事业：为下一代的成功做好准备
Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the ...
无缝奉献莱拉-莫吉洛
莱拉-莫吉廖（Leyla Morgillo）总是乐善好施，无论是付出时间还是金钱。 现在，她帮助她的客户在纽约州中部及其他地区进行同样的变革。
常见问题：客户税务捐赠问题概览
随着本年度的全面展开，现在正是顾问们回顾与慈善捐赠相关的一些基本税收原则的好时机。 以下是许多顾问最关心的三个问题，以及有助于您为客户服务的答案。
规划永不停歇
2024 年冬季 "奉献之声"：奉献很重要
财务心理学能开启你的慈善捐赠意向
聆听高级副总裁兼关键私人银行市场主管 Julia Trivisonno 的演讲，了解金融心理学的应用如何对个人的理财心态和随之而来的行为至关重要，尤其是在考虑慈善捐赠时。
Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but ...
Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning
Here’s a roundup of events and activities that we’ve led over the past year to ...
Advising The Charitable Millionaire Next Door
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...
2024 Partner in Philanthropy Award Recipient
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...
家族慈善事业：为下一代的成功做好准备
Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the ...
无缝奉献莱拉-莫吉洛
莱拉-莫吉廖（Leyla Morgillo）总是乐善好施，无论是付出时间还是金钱。 现在，她帮助她的客户在纽约州中部及其他地区进行同样的变革。
常见问题：客户税务捐赠问题概览
随着本年度的全面展开，现在正是顾问们回顾与慈善捐赠相关的一些基本税收原则的好时机。 以下是许多顾问最关心的三个问题，以及有助于您为客户服务的答案。
规划永不停歇
2024 年冬季 "奉献之声"：奉献很重要
财务心理学能开启你的慈善捐赠意向
聆听高级副总裁兼关键私人银行市场主管 Julia Trivisonno 的演讲，了解金融心理学的应用如何对个人的理财心态和随之而来的行为至关重要，尤其是在考虑慈善捐赠时。