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Can my professional advisor serve in an advisory role on the fund?

Yes — professional advisors can serve as Secondary Advisors or Interested Parties on your fund.

Yes. Professional advisors — financial advisors, estate planning attorneys, and CPAs — are welcome. The role and permissions they hold will be determined by how you designate them (Secondary Advisor vs. Interested Party). Contact Donor Services if you have questions about a specific arrangement: (313) 961-6675 or donorservices@cfsem.org.