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 & ReportsWe 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.
Free continuing education and networking events create opportunities for learning and socializing.
We offer externally managed fund relationships.
Your firm is highlighted in our print and online resources.
Working Together for Good
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.
Resources
Learn more about working with the CFO.
Meet our professional advisors.
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