People eating food at neighborhood party
Advisor Blog
June 22, 2020
Four Tips for Advisors

There is certainly (and understanda+bly) no shortage of news about COVID-19. We've compiled a few of our top tips to help streamline your information-gathering efforts as you assist your clients with charitable priorities:

  • You'll find Kiplinger’s calculator useful to determine the amount of a client’s stimulus check. 

  • The Center for Disaster Philanthropy provides an overview of the collective efforts of philanthropy to address the COVID-19 outbreak. 

  • We encourage you to visit our website www.cfaac.org for the latest news on efforts to help our own community and how you and your clients can get involved. 

  • Finally, we'd love to learn from you. Please let us know what you're hearing from clients about their philanthropic priorities during this unprecedented challenge in the lives of the people in our community. Contact Amy Francis at amy@cfaac.org.


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