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.

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.

Email Winter Join the PAC
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 Meredith
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Professional Advisor
Meredith Bosso

KPM
Meet Newt
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Professional Advisor
Newt Brill

Brill & Wagoner
Meet Muriel
No photo staff team
Professional Advisor
Muriel Brison
Meet Julie
No photo staff team
Professional Advisor
Julie Brown

Carnahan Evans Cantwell and Brown PC
Meet Janet
No photo staff team
Professional Advisor
Janet Brown

Brown and Burns LLC
Meet Carrie
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Professional Advisor
Carrie Brown

Elliott Robinson & Company
Meet Jeffrey
No photo staff team
Professional Advisor
Jeffrey Brummet

Stifel, Nicolaus & Company Inc.
Meet Kevin
No photo staff team
Professional Advisor
Kevin Callahan

Callahan Law LLC
Meet Tyler
No photo staff team
Professional Advisor
Tyler Camp

Merrill Lynch

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