Professional Advisors

How We Work With You

Community Foundation of North Louisiana serves as a resource for attorneys, financial planners, CPAs, and other professionals to simplify giving for clients, recommend strategies, and ensure funds have the greatest impact. While some donors understand fully the causes they want to support, others look to us for guidance in determining where community needs are greatest. We are always available to answer questions and to help donors make informed giving decisions.

  • We work through you. You stay in control of your client relationships; we are here to help you fulfill your clients’ charitable giving needs.
  • We partner with you. We provide support, information, and expertise around charitable giving options; think of us as your own planned giving center.
  • We help you build stronger relationships. Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with the Community Foundation.
  • We help you connect across generations. When you help families establish a fund at the Foundation, you begin an ongoing process of involvement with current and future generations.

The Foundation accepts a number of different types of assets, including stocks and securities according to our gift acceptance policy. We make it convenient for you and your clients to set up a fund, contribute assets, and make grants.