Advisor of the Year
Truman Heartland Community Foundation appreciates the role of the professional advisor in assisting clients with meeting personal and financial goals. For some clients, these goals include gifts to charity. The Community Foundation’s Advisor Program is an excellent resource for clients with charitable interests and provides a win-win-win scenario for all involved. Be it a family foundation, a corporate foundation, a scholarship or a gift to one or many area nonprofits, we hope you will call on THCF to assist your clients with creating charitable funds.
It is the recommendation of advisors like you that allows the Community Foundation to facilitate millions of dollars in gifts to charity. Your clients can then benefit from the highest level of tax advantages, as well as connect to a highly-respected leader in philanthropy. THCF is recognized not only for its expertise in facilitating alternative sources of giving, but also for its knowledge of community programs, charities and giving opportunities throughout the region.
The “Dr. Paul M. Thomson Professional Advisor of the Year Award” recognizes professional advisors such as these for their work in facilitating gifts to charity. The annual award is presented at the Toast to Our Towns gala.