Blog
What professional advisors say: Hugh Smith
“Clients get excited when they open an Advised Fund at the Community Foundation or when they name the Community Foundation as a beneficiary to an IRA, because they know their hard-earned money will go to a good cause and not for taxes.” — Hugh Smith CPA, CFP®, CFA, The Welch Group
Hugh Smith knows first-hand the power of creating a legacy through an Advised Fund at a community foundation. The
fund keeps his late brother’s memory alive for family and friends, making grants to support causes he cared about.
