Financial Advisor Resources

Your Partner in Philanthropy

Regardless of whether you’re an attorney, estate planner, accountant, or financial advisor, you always have your clients’ best interests at heart—so do we. At Northshore Community Foundation, we partner with advisors to help clients achieve their philanthropic goals. Our Financial Advisors Resource Page offers guidance, tools, and insights to navigate charitable giving strategies and maximize community impact.

Whether your clients are selling a business, managing an inheritance, or building an estate plan, we can help craft giving strategies that are meaningful, tax-smart, and effective. Think of us as the charitable arm of your professional team—supporting you and your clients every step of the way while you maintain full control of your client relationships.

Ask Frank

Have a question about financial planning? Click Frank™ in the corner of your screen—your virtual AI planning assistant, ready to help anytime.

  • Expert answers tailored to your questions
  • Confidential, secure, and contained data resources
  • Guidance designed for your unique financial planning needs
Asking Frank will redirect you to a third party where the Foundation does not assume any responsibility.

Advisor Toolkit

At the Northshore Community Foundation, we provide financial advisors with the tools and resources to help clients achieve their charitable and financial goals. From strategic guidance to handling the administrative details, we support you behind the scenes so you can focus on delivering meaningful solutions. Browse the resources below by simply clicking on any image to access them.

      

   

Continuing Education

We recently hosted a Professional Advisors Education Seminar featuring Paul Caspersen, Vice President of Charitable Solutions. Paul offered valuable insights on enhancing charitable giving through thoughtful tax strategies and the use of retirement assets. At the Foundation, we’re committed to equipping advisors with the knowledge and resources to guide clients in giving more effectively—strengthening our community for years to come.

Stay tuned for details on our next Continuing Education Seminar!