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PROFESSIONAL ADVISORS
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Family Succession Planning
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The Burlington Community Foundation works with many professional advisors and has discovered there are tremendous opportunities in aligning charitable interest with family succession issues.
To assist your clients in learning more about these opportunities, the Burlington Community Foundation and its resources are available to align with: accountants, family consultants, lawyers, investment counselors and insurance advisors to determine the best options for your clients’ and their families.
For further information and assistance, contact Executive Director, Cheryl Taylor, at 905-639-0744
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In addition, the following link provides our electronic resource of tools
for helping your clients achieve their philanthropic goals.
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