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Professional Advisors

Estate Planning Teleconference Series

The Community Foundation of Abilene invites professional advisors to an Estate Planning Teleconference Series presented by Cannon Financial Institute. Cannon will broadcast a live monthly discussion by leading authorities in Wealth Management and Estate Planning topics. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations, all the while earning Continuing Education and Learning credits to preserve your valuable business credentials.

Each call is held monthly on a Tuesday from 12-1:30 PM at the Community Foundation of Abilene, 850 N. 1st Street.

Learn more about the dates and topics by clicking the button below.

RSVP to kjones@cfabilene.org or 325-676-3883.

Our Relationship with Professional Advisors

As a professional advisor, you have an opportunity to help your clients achieve their family, estate and charitable goals as effectively as possible. The Community Foundation of Abilene is here to help. For nearly 30 years, we’ve earned a stellar reputation for integrity and service to donors and their professional advisors.

As a community foundation, we provide a vehicle through which individuals, families and companies can make gifts—immediate or deferred—to establish charitable funds that benefit the community. The Foundation is permanent and flexible—assuring donors that the spirit of their philanthropy will endure.

We look forward to working with you to structure your clients’ charitable giving to achieve optimal results. We can help you by providing materials about the Foundation and various ways to give. We want to help you achieve your clients’ charitable goals.

Talk to us today! Contact Katie Alford at cfa@cfabilene.org or 325-676-3883.