Advisors Toolkit

It’s simple, really: Professional advisors know their clients; the Community Foundation knows philanthropy. Together we ensure that donors make the best decisions for making a difference in Collier County. To help you facilitate these conversations, the Community Foundation has developed a charitable giving toolkit specifically for advisors. It includes a wide range of tools and resources you can use when talking with your clients about charitable giving and estate planning.

About the Community Foundation of Collier County

Charitable Giving

Fund Information

Fees

  • Fee Schedule (coming soon)

Investment Information