Professional Advisors

Professional Advisors

The Coffeyville Area Community Foundation(CACF) strives to help advisors meet the wishes of their customers. Our committment to advisors is this:

  • CACF works through you. You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs. We provide support, information, and expertise related to charitable giving options.
  • CACF gives you the option of not having to recommend specific charities to your clients. Aiding your clients in philanthropic planning, will ensure that their goals can be carried out.
  • CACF helps you build stronger relationships. Studies show that many high net worth individuals are expecting to talk about giving as they make financial plans with their advisors. They will appreciate the charitable impact and tax advantages you help them achieve by working with a community foundation.
  • CACF helps you connect across generations. When you help families establish Donor Advised Funds at their community foundation, you begin an ongoing process of involvement with current and future generations.
  • CACF is not restricted to giving to local organizations or causes. While we do have an expertise regarding our local community, we are prepared to make donations to regional, state and national efforts.