Read our July 2023 Professional Advisor Connections newsletter for professional advisors. In this issue, we share a story about Dan Byles-Smith, a certified public accountant and financial planner who works with the Community Foundation to maximize his clients’ charitable giving. Additionally, you can read about the Scheff family, a Community Foundation client, who supports causes most important to them through their funds, as well as a link to the 2022 Annual Report and additional resources.
Click here to read the newsletter.