Advisors

IF YOUR CLIENT WANTS TO MAKE A DIFFERENCE, WE CAN HELP

The Birmingham Area Community Foundation aims to help individuals, families, and businesses accomplish their goals of supporting their communities. If giving back is an important value for your client, we would love to help them.

Charitable giving can play a significant role in planning when your client is making major decisions related to estate planning, sale of a business or other major asset, retirement planning or unusual financial gain.

The Foundation respects your role as trusted advisor and does not seek to interfere in that relationship; rather we partner with you to provide support, information, and options to help your clients develop the giving plan that meets their specific goals.

 

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