Philanthropic Advisors Network

Making our great community even better through generosity

Mission

To grow generosity in our region by inspiring and supporting professional advisors to help clients create charitable giving plans that strengthen their families and communities.

Meetings

Professional advisors interested in expanding their ability to help clients fulfill their philanthropic wishes meet on the first Wednesday in February, May, August, and November from 11:45am - 1:00pm.

Expectations of Members

  • Make discussing charitable giving a normal part of your client interaction
  • Help clients to create a plan for giving to community nonprofits either directly or through the Community Foundation of Greater Huntsville
  • Encourage colleagues to include charitable giving in client discussions
  • Participate in at least one Community Foundation event or informational session annually
  • Help recruit new philanthropically-oriented members for the network and increase its sphere of influence
  • Display or provide charitable giving information in your office (please contact us if you need this)
  • Maintain good standing within your profession
  • Refer at least one prospective client to the Community Foundation every two years

Unique Benefits of Membership

  • Be included in a listing of Philanthropic Advisors on the Community Foundation of Greater Huntsville's website, with a link to your site
  • Take advantage of the opportunity to upgrade your philanthropic IQ through continuing education
  • Brainstorm with your peers in a collaborative environment
  • Participate in building a culture of generosity in our community

Attorney

CPA

Financial Planner

Investment Advisor

Wealth Manager

Planning Team

  • Jessica Hovis Smith | Vice President and Director of Financial Planning, Longview Financial Advisors, Inc.

  • Charles Jones | First Vice President and Wealth Management Advisor, Merrill Lynch

To be considered for membership in the Community Foundation's Philanthropic Advisors Network, please complete the form below:

PAN Membership Seal:

Members of the Philanthropic Advisors Network receive a PAN Membership Seal each year. We encourage you to use this seal where suitable. If it is necessary to resize our logo, please resize keeping dimensions proportionately intact. Right click and "Save As" the adjacent logo.


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