Advisor Program
Truman Heartland Community Foundation is a valuable resource to professional advisors and their clients in establishing charitable funds.
Partnering with the Community Foundation creates unique advantages for the professional advisor and his/her clients. Advisors are able to successfully meet their clients’ tax and charitable goals while continuing to manage assets.
In addition, you will be connecting your clients with a highly-respected leader in philanthropy. Truman Heartland Community Foundation is recognized for its ability to handle complex charitable gifts and for its knowledge of charitable opportunities throughout the Heartland.