Professional Advisors

As a trusted professional advisor, you have the unique opportunity to guide your clients through some of life’s most pivotal moments. In these important conversations, you’re able to uncover what truly matters to them—their passions, values and vision for the future, including their desire to make a difference through charitable giving.

The Cleveland Foundation is here to empower you with tailored strategies that seamlessly integrate philanthropy into your clients’ financial plans, ensuring their legacy aligns with both their financial and charitable goals.

Why Partner with the Cleveland Foundation? 

As your client’s trusted advisor, you've earned their confidence and continue as their primary point of contact. We complement your role by providing tools that help your clients meet both their tax planning needs and philanthropic goals. 

We support a wide array of planning needs, accepting various asset types to establish charitable gifts and funds. Cleveland Foundation fund options—including donor advised and legacy funds—provide immediate and sustained flexibility.