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Professional Advisors
We partner with you to help your clients achieve their philanthropic goals.
Professional financial advisors and wealth management advisors can collaborate seamlessly with the Greater Cabarrus Foundation to help clients achieve their philanthropic goals. By collaborating interdependently with our experienced staff, advisors can guide their clients in making impactful charitable contributions.
Whether your clients are looking to make a gift of cash, securities, or real estate now, or are interested in planning for a future gift, we provide the expertise and resources to ensure their generosity has a lasting effect. Together, we can tailor philanthropic strategies that align with their financial plans and charitable aspirations, creating a legacy of giving that benefits the community for generations to come.
Whether your clients are looking to make a gift of cash, securities, or real estate now, or are interested in planning for a future gift, we provide the expertise and resources to ensure their generosity has a lasting effect. Together, we can tailor philanthropic strategies that align with their financial plans and charitable aspirations, creating a legacy of giving that benefits the community for generations to come.
“My hope is that it will become a collaborative effort across all sectors of the community to impact change on the key issues we face. Right now, we have remarkable organizations in the community doing the heavy lifting and they need additional financial support to expand their reach.”
- Feasibility Study Participant
