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A New Circle of Impact The Generosity Collective awards $144,580 to four nonprofits in its first grants. LEARN MORE

Professional Advisors

Join our Council

Through the Professional Advisors Council, the CFO partners with legal and financial experts to meet your clients’ needs.

We value the role that professional advisors serve in helping clients fulfill their charitable goals. The services we provide through the PAC support both you and your clients.

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Free continuing education and networking events create opportunities for learning and socializing.

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We offer externally managed fund relationships.

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Your firm is highlighted in our print and online resources.

Working Together for Good

Ashley Silva, vice president of development and philanthropic services at CFO

Ashley Silva, vice president of development and philanthropic services, works with the Professional Advisors Council and financial professionals who want to help clients achieve their charitable goals.

Email Ashley Join the PAC

Tax & Financial Information

Statements & Reports for the CFO

Find investment performance reports, IRS 990 forms and audited financial statements for the CFO here.

Review Statements & Reports

Meet our professional advisors.

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Meet David
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Professional Advisor
David Appleby

Appleby Healy
Meet Dean
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Professional Advisor
Dean Arens

StrongPath Financial
Meet Martha
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Professional Advisor
Martha Atkisson

Central Trust Company
Meet James
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Professional Advisor
James Ballard

Commerce Trust Company
Meet Mary
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Professional Advisor
Mary Blair

Edward Jones
Meet Becky
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Professional Advisor
Becky Bonner

US Bank Private Wealth Management
Meet Meredith
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Professional Advisor
Meredith Bosso

KPM
Meet Linda
Pac Linda Bowers
Professional Advisor
Linda Bowers

Central Trust Company
Meet Newt
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Professional Advisor
Newt Brill

Brill & Wagoner

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