For Professional Advisors
The Erie County Community Foundation provides value-added services to professional advisors as they work with their clients. We will work together to find the most beneficial charitable giving vehicle for your clients. Whether you are working on a current gift or an estate plan, the Erie County Community Foundation can provide you with the tools you need to make your client’s charitable intent a reality.
To find a financial planner in our area click here for the North Coast Estate Planning Council.