For Professional Advisors

With knowledgeable financial planning, professional advisors can service their clients by:

  • Helping them make a maximum transfer of wealth to loved ones.
  • Perpetuating their own values through gifts to philanthropic causes of their choice.
  • Minimizing taxes.

We have a manual available that gives an overview of the giving options available through the Wichita Falls Area Community Foundation and how the foundation can help your clients get the maximum benefits from their philanthropy. For your copy, please complete and submit the form to the right.

Professional Advisor Handbook Request Form

Professional Advisor Handbook Request Form