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For professional Advisors

Since 1976, we have partnered with donors to distribute more than $132M to the community. We are committed to bringing Southwest Florida together to solve all of our major social problems by 2040. Achieving this mission will require us to align impact to change systems which will improve regional outcomes.

For nearly 50 years, we’ve partnered with donors, professional advisors, and nonprofit organizations to support meaningful philanthropy.

As a trusted advisor, you want to offer your clients the best solutions—including those that align with their charitable goals.

Whether it’s establishing a donor-advised or other charitable fund, or optimizing tax benefits, we’ll work with you to create a customized plan that transforms your clients’ passions into lasting impact.

By partnering with us, your clients gain access to personalized, relationship-driven service backed by deep regional expertise and a broad understanding of giving strategies.

Assets we accept:

  • Cash
  • Stocks and Marketable Securities
  • Business Interests and Closely Held Stock (e.g., S Corp, C Corp, LLC)
  • Real Estate or Other Property
  • Retirement Assets and Qualified Charitable Distributions
  • Commodities (e.g., crops, mineral interests)
  • Personal property (e.g., artwork, farm equipment)
  • Bequests

Types of Funds

  • Donor-Advised Funds
    Extremely popular, these are personal investment accounts that offer a convenient way to support charitable organizations a donor designates. Our experienced philanthropic team manages the process for you.
  • Designated Funds
    These provide permanent financial support to specific organizations or programs donors identify. These can be named to memorialize a loved one.
  • Field-of-Interest Funds
    These allow donors to support multiple organizations within the broader range of a cause, or even our big cause of all the causes. They allow you to make an annual grant to that cause area. Simple and impactful.
  • Scholarship Funds
    Incredibly rewarding. Plus, donors can customize their scholarship funds according to their interests and values.
  • Community Unrestricted Funds
    These funds give us the broadest flexibility to use donor gifts as we see fit to make the greatest possible impact in the community. The range of impact is unlimited.
  • Bequests
    These allow donors to designate Collaboratory to receive and manage a philanthropic legacy after a donor has passed, giving donors the ability to guide their legacy while they are living. Donors can name advisors and the organizations and causes about which they are impassioned. Other options like charitable remainder trusts and charitable gift annuities are also powerful ways to fund causes about which donors care deeply. Sample language is available on our Advisor Resources page.

Let’s get started with a conversation.

Contact Gina Dengler at gdengler@collaboratory.org or by phone at 239-333-4171

Gina Dengler, CAP®, CFRE.

To start a conversation
email or phone (239-333-4171)