Professional Advisors Council
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INSIDE THIS EDITION
Greetings Professional Advisors Council Welcome to the Professional Advisors Council (“PAC”) Newsletter. I am happy to announce that we have added several new members to the PAC in the last few months. I am sure our members look forward to meeting you in person at an upcoming event.
2 The Great Transfer of Wealth
Advisor Feature:
4 Andrew Vanderhorst 6
I am also pleased to greet our existing members who make the Collier Community Foundation (“CCF” and the “Foundation”) such a great organization and who share the news about CCF with our community.
New Homes for Senior Hurricane Victims Advisor Feature:
8 Ed Wollman 10
Hidden No More: Designated Funds
11
Upcoming Events: Save the Date
12
Why I Chose CCF: Amy Hale
SU MMER 2023
As you know, the PAC supports CCF by connecting the Foundation with people looking to make an impact with their philanthropic giving. Your efforts and support have resulted in many new and significant donors to the Foundation. Your hard work is appreciated. But we have only barely begun. The pending transfer of wealth that will take place in Collier County in the next decade is an opportunity to take CCF and CCF’s impact on our community to the next level. If you have not yet read the Florida Transfer of Wealth Opportunity and the Collier County Transfer of Wealth Snapshot, I encourage you to do so. Contact Julie Van Tongeren at 239-307-4521 or jvantongeren@colliercf.org to schedule a Transfer of Wealth presentation at your office for you and your team.
CONNECT FURTHER
As the liaison between the Board of Trustees of the Collier Community Foundation and the PAC, I look forward to seeing all of you at our upcoming meetings. BRAD A. GALBRAITH, J.D., CPA Professional Advisors Council Chair & Board of Trustees Member Collier Commuity Foundation
@CollierCFFL
COLLIER COMMUNITY FOUNDATION 1110 Pine Ridge Rd., #200 Naples, FL 34108
239.649.5000 CollierCF.org
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