FOR PROFESSIONAL ADVISORS

Advisors are most often our friends in philanthropy. They guide their clients’ financial decisions and it’s no exception when it involves giving. We appreciate our friends and have provided resources here to help.
Forms & Resources

The SWFL Community Foundation was founded on legacy gifts, and much of the work we do today is because of generous and thoughtful donors who planned their legacy to their community with intentionality. Check out these resources and some stories about what some of our donors have told us they’re planning to do.
Simple Language for Your Will