Professional Advisors

Professional Advisors

The Catholic Foundation of Greater Philadelphia welcomes the opportunity to engage with professional advisors: attorneys, accountants, investment managers, financial advisors, and trust officers.

As a trusted advisor, you have the opportunity to help your clients achieve individual philanthropic goals. As your partner, we work exclusively on your client’s behalf to ensure individual charitable goals are always supported.

Please download and review our Information for Professional Advisors and sign up for our mailing list to receive CFGP news delivered to your inbox.

For additional information please contact Kelly L. Diaz-Albertini, Esq. at 267- 592-6715 or Kalbertini@catholicfoundationphila.org

Download Our Guide

Information for Professional Advisors

As a trusted advisor, you have the opportunity to help your clients achieve individual philanthropic goals. As your partner, we work exclusively on your client’s behalf to ensure individual charitable goals are always supported.

Sign Up For Our Mailing List