Professional Advisors

Join our Council

Through the Professional Advisors Council, the CFO partners with legal and financial experts to meet your clients’ needs.

We value the role that professional advisors serve in helping clients fulfill their charitable goals. The services we provide through the PAC support both you and your clients.

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Free continuing education and networking events create opportunities for learning and socializing.

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We offer externally managed fund relationships.

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Your firm is highlighted in our print and online resources.


May 28: Continuing Education for Professional...

Earn continuing-education credits by learning about the SECURE Act.

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Working Together for Good

Winter kinne 2019 staff team

Winter Kinne, our Vice President for Development, works with the Professional Advisors Council and financial professionals who want to help clients achieve their charitable goals.

Tax & Financial Information

Statements & Reports for the CFO

Find investment performance reports, IRS 990 forms and audited financial statements for the CFO here.

Review Statements & Reports

Meet our professional advisors.

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Meet Don
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Professional Advisor
Don Althauser
Meet David
No photo staff team
Professional Advisor
David Appleby

Appleby Healy

Meet Teresa
No photo staff team
Professional Advisor
Teresa Baird

Baird, Lightner, Millsap PC

Meet Darwin
No photo staff team
Professional Advisor
Darwin Bickford
Meet Bob
No photo staff team
Professional Advisor
Bob Bohl

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