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Is there any conflict of interest between community foundations and professional advisors such as estate planners, attorneys or CPAs?

April 26, 2017advisors attorneys conflict CPAs Estate Foundations Planners professional

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Is there any conflict of interest between community foundations and professional advisors such as estate planners, attorneys or CPAs?

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No. The relationship between community foundations and professional advisors is crucial. As part of the estate planning process, community foundations work very closely with professional advisors to create a personalized, simple giving strategy for donors at all income levels.