Professional Advisors

Helping you help your clients do good.

When your clients are ready to make a difference through charitable giving, we’re here to support your work. The Community Foundation of Elkhart County partners with professional advisors—attorneys, accountants, financial planners, and others—to help clients fulfill their personal, financial, and philanthropic goals.

Whether your clients are making a current gift, planning for a legacy, or exploring complex giving strategies, we offer simple, flexible tools to support you.

Establishing a Fund

If your client wants to create something lasting, a charitable fund at the Community Foundation is a straightforward alternative to setting up a private foundation.

We’ll work with you and your client to choose the type of fund that aligns with their goals:

• Donor-Advised Funds
• Designated Funds
• Scholarship Funds
• Field of Interest Funds
• Unrestricted Community Funds

Funds can be started with a gift today or be part of an estate plan for the future. We manage the details so your clients can focus on what matters most—supporting the causes they care about.

Learn more on starting a fund »

Estate Planning Support

Many of the gifts we receive come through thoughtful end-of-life planning. We’re honored to work alongside you to ensure these legacy gifts are meaningful, well-structured, and stewarded with care.

If your client is considering a bequest, naming the Foundation in their estate plan, or transferring non-cash assets, we can:

• Provide sample language for wills and trusts
• Help determine the most effective giving vehicle

We can also work quietly and confidentially with you in early conversations.

Elkhart County Estate Planning Council

The Elkhart County Estate Planning Council (ECEPC) offers advisors a chance to connect, learn, and serve the public more effectively.

• Multiple educational events each year
• Networking with other estate planning professionals
• Membership includes access to national National Association of Estate Planners & Councils benefits

Join or renew your membership »

Tools & Resources

We offer tools to support your conversations with clients and make giving easier:

• FAQs for Advisors
• Case Studies & Examples (coming soon)
• Schedule a Consultation

NAEPC Membership Benefits

As a member of the Elkhart County Estate Planning Council, you’re also part of the National Association of Estate Planners & Councils (NAEPC). That means you have access to:

• Complimentary webinars from national experts
• Professional publications and practice tools
• Member discounts on estate planning software and education
• Continuing education opportunities
• Opportunity to achieve Accredited Estate Planner^® Designation

Membership in the Council automatically includes these NAEPC benefits at no additional cost.

Explore NAEPC member benefits» 

Stories of Impact

You and your clients are part of something bigger—a community that cares. Read about people who’ve shaped the future through thoughtful giving: