Advisors
THE LOCAL DIFFERENCE
Why advisors choose SCF over national platforms
Your clients have access to Fidelity Charitable, Schwab Charitable, and other national donor-advised fund sponsors. We know that. What those platforms cannot offer is a named relationship, real-time knowledge of our region’s nonprofit landscape, and fees that stay in this community.
Place-based knowledge. Personal relationships. No national overhead.
When your client gives through SCF, they are not routed to a call center or a generic online portal. They have a named relationship with a local team that knows our region’s nonprofits, needs, and community priorities in real time.
Ellen Didion
INSPIRE AWARDS
Trusted by Advisors Across Our Region
Why Choose Us
How do I integrate charitable planning without complicating my client relationships?
Financial advisors are increasingly asked to help clients incorporate charitable giving into their financial plans—but doing so can add complexity, administrative burden, and potential risk to the advisor-client relationship. Sunshine Community Foundation works alongside advisors to simplify charitable planning, providing the tools, local expertise, and administrative support needed to serve clients effectively.
Whether your client is considering a donor-advised fund
A charitable remainder trust, or a long-term legacy strategy, our team helps structure solutions that align with their financial goals while allowing you to remain the trusted advisor at the center of the relationship. We handle the operational details, so you can focus on advising your clients with confidence.
Fees are reinvested locally into programs in our region
Grants to local charities, and community support — not to national shareholders or platform overhead.
Professional Advisors
Helping Your Clients Leave a Lasting Legacy
When your clients are considering charitable giving, Sunshine Community Foundation provides local expertise, flexible charitable vehicles, and personalized service that complements your legal, tax, and financial advice.
Why Partner With Sunshine?
Four simple icons:
Local philanthropic expertise
Simple Administration
Tax-wise giving strategies
Personalized family philanthropy
Charitable Giving Solutions
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- Family Funds
- Donor Advised Funds
- Scholarship Funds
- Designated Funds
- Field of Interest Funds
- Endowment Funds
- Legacy Gifts
- Non-Cash Asset Gifts