Professional Advisor's

​Professional Advisor's 

The Community Foundation is a member of the Estate Planning Council of Marion County.   Through our inaugural partnership, the Foundation was honored to sponsor the Council’s seminar - Estate Planning for Florida Residents – What Do I Need to Know? -  at which time the Community Foundation was first introduced to the membership and their guests.  
The Community Foundation also sponsored the successful Non-Profit Business Council seminar on Legacy Endowments which featured a panel discussion that included members of the Estate Planning Council.  

We look forward to our continuing affiliation with the Estate Planning Council of Marion County as the Community Foundation continues its outreach to the Professional Advisory community.

For more information on the various fund types available through the Community Foundation please click on the link below.

Documents Attached to Professional Advisor's :
Transfer of Wealth