With Gulf Coast Community Foundation, your clients' philanthropic journey is not a transactional experience, it's a transformational relationship. Partnering with Gulf Coast is like gaining your own philanthropic back office—one that helps your clients give more strategically and with greater impact. Our experienced Philanthropy Team can help you maximize your impact and develop customized plans that meet your clients' financial and charitable goals, all while providing the same level of service they expect from you. We are here to help you help your clients.
A Transformational Relationship
We're Here to Help You Help Your Clients
How We Support Our Professional Advisor Partners
Your Partner. Your Resource.
- Custom gift illustrations
- Help in structuring gifts of complex assets
- Expert knowledge of local charities and issues
- Facilitation of family philanthropy planning
- Continuing education opportunities
- Presentations and training for you and your team on how to help clients
- Partner with Financial Advisors for management of clients' funds
Why Gulf Coast?
It’s a good thing—for your clients, your community, and your business.
Professional Advisors turn to Gulf Coast because we make charitable planning simpler, more strategic, and deeply personal. We help you offer clients flexible giving options, local expertise, and a trusted steward for their philanthropic goals — all while keeping you at the center of the advisory relationship. By partnering with us, you gain a knowledgeable ally who can navigate complex giving strategies, support your clients’ long‑term intentions, and strengthen your role as their go‑to advisor.
World-Class Service
We treat your clients with the same level of care that you do.
Expert Insight
We assist our advisors with philanthropic strategies to provide best solutions to your clients.
Local Knowledge
We understand the most pressing issues in our region and the best nonprofits working to address them.
Flexible Giving
We can facilitate grants to causes in your client’s backyard or across the country.
Ease and Convenience
We can streamline your clients’ giving to reduce paperwork, increase efficiency, and maximize the joy of giving.
Tax Advantages
We assist donors and advisors with all tax benefits available for their generosity.
Continued Education
We offer lunch and learns, presentations, and additional training for you and your team on how to best help your clients.
True Partnership
We always coordinate charitable relationships through you — our third party investment manager program allows you to continue managing your clients charitable fund with support from Gulf Coast.
Get in touch with Elizabeth today!
For more information, connect with Elizabeth Welch, J.D., Director of Professional Advisor Relationships. Email Elizabeth today or call directly at 941.486.4619.