For Advisors

Johnny Van Zant, lately of Lynyrd Skynrd, rather famously said, “When you’re dealing with a big amount of money, you should have your own accountant and your own lawyer.” We might add, “…and a great community foundation” (forgive us for shilling), and great advisors.

As a professional advisor, you help your clients identify the best way: to structure a business deal, to consider tax consequences, to invest their resources, and to achieve a meaningful, lasting impact in the communities they care about.

Whether you’re an attorney, CPA, financial planner, broker, insurance agent or other professional advisors, we can help you help your clients – to make sure people with a desire to give can take advantage of our experience, expertise, resources and network, all across Mississippi.

We now directly serve 22 counties. And if your client isn’t in one of those counties, we know the people who can help. Call us today to explore how we can help your clients make the most of their charitable dollars, the best way – for good, Forever.

Your clients can determine the causes, communities, and organizations they want to support with a Donor Advised Fund. This giving tool allows your client to choose and make recommendations for grants to nonprofits.

Your clients can select a specific charity or group of charities to give to through a Designated Fund. It’s simple. Your client chooses the organization to support and we do the rest. Our team will manage the distribution of funds.

Some clients choose to set up a donor advised fund now, which becomes a designated fund upon their death, to benefit the charitable causes most important to them.

Community impact is amplified with your clients’ gifts to the Community Trust Fund. This endowed fund allows your clients to join a network of donors whose charitable dollars support nonprofits across the state through a granting cycle, under the direction of the Foundation’s Grants Committee.

An Imagine Fund adds your clients’ charitable dollars to the gifts of others to help move significant community projects from imagination to collaboration to implementation. Imagine Funds can benefit any community or area in Mississippi.