Join us Wednesday May 4th, 11:30am for a "lunch and learn" at the Round Rock Chamber of Commerce board room. Bob Wiewel of the Wiewel Law Firm will share a presentation: "Charitable Gift Planning and your role as a Professional Advisor" . Please RSVP so we can order a lunch for you.

About Brad:
Brad enjoys sharing his legal knowledge with the public. He currently teaches in the University of Texas CFP^� training program, and has taught continuing education classes to CPAs at St. Edward's University. He also conducts education programs for financial service and insurance professionals. In addition, Brad has been a featured legal columnist for the Austin American-Statesman.

Read more about Brad...

Community foundations have earned the trust of thousands of professional advisors throughout the United States. Here's why: 

   

We work through you. You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs.

We partner with you. We provide support, information, and expertise related to charitable giving options.

We help you build stronger relationships. Studies show that many high net worth individuals are expecting to talk about giving as they make financial plans with their advisors. They will appreciate the charitable impact and tax advantages you help them achieve by working with a community foundation.

We help you connect across generations. When you help families establish Donor Advised Funds at their community foundation, you begin an ongoing process of involvement with current and future generations.