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Professional Advisor FAQs

Why should I encourage my clients to establish a fund at the Community Foundation?
What type of Community Foundation fund can my client establish?
How do I help my client establish a fund?
How much money does my client need to establish a fund?
What kind of assets may my client use to open a fund?
My client needs to set up a fund quickly. How long does it take?
May my client select the name of the fund?
Does the Community Foundation charge my client a fee to maintain the fund?
Can my client advise how the fund will be invested?
Why not establish a private foundation?
Can you come to my office to meet with my client or to make a presentation about the Community Foundation for my colleagues?

Dan Akers
Altavista Wealth Management

"My relationship with CFWNC comes down to trust.  My clients count on me, and I refer them to CFWNC because I know that they'll be treated with professionalism, respect and kindness, whether they want to discuss a modest bequest or a significant legacy."

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