Elkhart County Estate Planning Council

Supporting Professional Advisors

Elkhart County Estate Planning Council

Trusted Partnerships. Lasting Impact.

Professional advisors play an essential role in helping individuals and families make decisions that reflect their values, provide for loved ones, and support causes they care about.

The Community Foundation of Elkhart County is here to support that work. Whether you’re an attorney, accountant, financial planner, or trust officer, we offer tools and expertise to help you serve your clients well—especially those who wish to include charitable giving as part of their legacy.

We understand that each client’s goals are unique. Our team works alongside advisors to explore giving options, facilitate complex gifts, and ensure that generosity is carried out in ways that are both meaningful and effective.

How We Help

  • Charitable Planning Support: Guidance on structuring gifts through donor-advised funds, scholarships, bequests, and other vehicles.
  • Local Knowledge: Deep understanding of community needs and nonprofit organizations in Elkhart County.
  • Collaborative Approach: We respect and support your client relationships—our role is to assist, not replace.
  • Educational Opportunities: Through the Elkhart County Estate Planning Council, we help provide professional development, peer connection, and timely updates on relevant topics.

Whether your client is exploring a charitable legacy, setting up a fund, or giving in honor of a cause close to their heart, we’re here to help you navigate the process with care and clarity.

Learn More

If you have questions or would like to schedule a conversation, we welcome the opportunity to connect.

Together, we can support generosity that strengthens Elkhart County—for generations to come.

Contact Us

We’re here to help you support your clients and answer your questions.

Alex Strati

Alex Strati
Director of Professional Advisors
[email protected]
(574) 295-8761

Carrie Berghoff

Carrie Berghoff
Chief Development Officer:
[email protected]
574.295.8761