For Advisors / Estate Planners

We work with professional advisors to enhance the services that clients seek- always respecting and working with the relationships you have developed with your clients.  There are three important advantages for advisors in recommending the Community Foundation.

►  Advisors can recommend the Community Foundation without promoting a specific charity.

►  Advisors can assure clients that their gifts will always be used as they intend.

►  Advisors gain a professional partner with local expertise to assist their clients.

We want to be a resource for you as well as a philanthropic partner for your clients. Our staff of experienced professionals will work with you, free of charge, to help your client achieve their charitable objectives and obtain maximum tax advantages. We will customize giving approaches to match your client’s personal interests and tax planning needs.   Please contact us to learn more about our services.

Advisors & Estate Planners, Please Contact Us
Regina Beckman
Director of Gift Planning
The Community Foundation of Louisville, Inc,
325 W. Main Street, Suite 1110
Louisville, KY 40202
(502) 585-4649
FAX: (502) 587-7484
ReginaB@cflouisville.org

Mark Stewart
Director of Community Partnerships
The Community Foundation of Louisville, Inc.
325 W. Main Street, Suite 1110
Louisville, KY 40202
(502) 585-4649
FAX: (502) 587-7484
marks@cflouisville,org

Lambert S. Franklin
Chair, Oldham County Community Foundation
1621 Cedar Circle Drive
Crestwood, KY.  40014
502-243-0309 (Office)
502-376-5826 (Cell)
lambert@oldhamcounty.com