Enhance Client Impact with SWCF’s Charitable Solutions

As a professional advisor, you have clients who care about the community. By working with SWCF, you can help your clients apply their passion to give, while helping them enjoy significant tax benefits. SWCF works with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.

Ready to get started?

Create a Fund

2026 Professional Advisors Seminar

Register now for the 31st Annual DJCF/SWCF Professional Advisors Seminar on Thursday, September 10, 2026. This annual event brings together professional advisors for education, networking, and collaboration. For sponsorship opportunities or additional details, please contact Suzanne Massey at [email protected] or use the link to the right to become a sponsor today!

Benefits
  • Personalized & Creative Strategies
  • Comprehensive Support
  • Expert Guidance
  • Committed to Operational Excellence
  • Trust & Confidentiality
  • Tools & Resources for Advisors