Partners with a Purpose
Legacy Fund and CICF recognize the valuable role professional advisors play in the lives of those they advise, and the powerful influence they have for building better communities. As a result, we have deep expertise in strategic partnerships with attorneys, accountants, financial advisors, bankers, and others. We appreciate our role within these relationships, and are comfortable serving in the capacity deemed most appropriate in order to help your client experience transformative philanthropy.
By networking with Legacy Fund and CICF, you can gain access to continuing education on charitable giving, making you more informed as you advise clients about the tax and family advantages of charitable giving.
Investment managers can also continue to manage a client’s charitable fund through our Charitable Investment Relationships Program, subject to donor approval and minimum balances.