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 Benefits to Advisors
Benefits to Your Clients
Planning Scenarios
Talking About Philanthropy
Community Foundation vs. Private Foundation
Types of Charitable Funds
What Kinds of Assets to Give
Sample Language for Wills/Bequests
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Benefits to Advisors
As a professional advisor, you hold a unique role in facilitating the fulfillment of philanthropic opportunities for your clients as well as your community. Whether your clients are interested in tax relief or finding an effective alternative to a private foundation, we can help you address their interests and goals.
The Community Foundation is a trusted resource for professional advisors including financial planners, attorneys, accountants, trust officers, brokers, and insurance agents. We are an effective tool for you to aid your clients in their charitable income and estate tax planning.
ADVISOR ADVANTAGES IN USING THE COMMUNITY FOUNDATION:
- You stay in control of your client relationships.
We're here to help you better serve your clients.
- We partner with you.
We provide support, information and expertise on charitable giving. Our goal is to help you identify the appropriate vehicle which best meets your clients' needs.
- We help you build stronger relationships.
Your clients will appreciate the charitable impact and tax advantages you help them achieve. By partnering with the Community Foundation, you can make it easier for your clients to give effectively, while helping them receive tax benefits they may not realize on their own.
- We help you bridge generations.
When you help a family establish a charitable fund, you build a relationship which spans generations.
- We provide continuing education for you.
At least annually, we sponsor a tax- and gift-planning seminar for our community with continuing education units available.
- We act as trustee of charitable trusts.
We can act as trustee of charitable remainder trusts and charitable lead trusts.
- We are a resource provider.
We can provide you and your clients with estimates of the tax and financial benefits associated with many trusts, gift annuities, etc. We can also provide sample documents for various planned giving vehicles. These services are available at no charge.
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