Talk to your clients about giving through their local community foundation.
Estate planners, financial planners and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
Fortunately, there’s a simple solution. It’s your local community foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most while gaining maximum tax benefit under state and federal law. We offer a variety of giving options – including the ability to set up a charitable fund in your client’s name. It’s just one way we can help you help your clients achieve their charitable goals.
Do I have clients who care deeply about their local community?
Do they give to more than one charitable cause?
Are they interested in creating a personal or family legacy in their community?
Are they considering the creation of a private foundation but concerned about cost and administrative complexity?
Would they like to stay personally involved in the use of their gift dollars?
Do they want to receive the maximum tax benefit for their charitable contributions under federal law?
Do they place a priority on the sound financial management of their contributions?
A donor advised fund allowed me to make a donation when I wanted to, while remaining active by suggesting recipients.
Community foundations have earned the trust of thousands of professional advisors throughout the United States. We work with advisors to enhance the service clients seek from you and your firm – always respecting and working within the relationship you have developed and lead with your clients.
Community foundations can provide a single point of contact for all of an advisor’s charitable planning needs:
we’re a convenient, professional resource that helps you do more for your clients.
Our motivation is simple: community foundations are nonprofit public corporations organized to help people give effectively to improve quality of life. Our business is community philanthropy.
Everyone wins when we assist advisors who seek to help clients benefit themselves and their communities through effective charitable giving.
