For Financial Advisors

Over the last eleven years, the Montgomery County Community Foundation has earned a distinguished reputation for integrity and service to financial advisors and their clients. MCCF partners with financial advisors to provide clients with tax-smart vehicles to fulfill their giving goals.

We have a demonstrated track record of delivering measurable results and providing you and your clients with value that most commercial investment firms do not -- and often cannot -- offer. Consult this comparative chart for details.

Your client may be considering establishing a private foundation as his/her philanthropic vehicle. Consult this comparative chart to learn why the Montgomery County Community Foundation is your smartest choice.

Our staff is highly skilled at working with donors who have multiple objectives and complex gift situations such as donating business ownership or bequests. Working together, we achieve a three-way success: for you, for your clients, and for the community.

For More Information
Sally Rudney
Executive Director
301.588.2544
srudney@cfncr.org