Tools for Professional Advisors

Professional Advisors find themselves incorporating charitable giving as an integral component in their financial and estate planning activities. The Community Foundation can help support you and your clients at every step in the charitable giving process. We can help you identify your clients’ charitable giving interests and motivations, match personal charitable interests with tax planning needs, create and implement charitable plans that are integrated into major business, personal and financial decisions, and provide information on programs that make a difference in the areas your clients care about most.

Click here to learn more about Giving Advice on Charitable Giving.

A good Professional Advisor can help clients realize personal charitable objectives. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. 

Click here to review Tools for Giving.

For more information on establishing a Fund, click here for the Guidelines for Donor-Advised Funds.

As Professional Advisors know, legacy giving does not require a large income or vast estate. Legacy giving only requires a thoughtful intention to make a difference by identifying a charitable organization in your client’s will or estate plan.

Click here for more information on How to Leave a Legacy and suggested language for bequests.

How can a Professional Advisor recommend charitable giving without recommending a particular charity? It’s a delicate dilemma. Professional Advisors are often want to discuss the many benefits of charitable giving but want to avoid recommending specific charitable causes or organizations. A community foundation is a single, trusted vehicle clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. Community foundations offer a variety of giving options — including the ability to set up a charitable fund in your client’s name.

Click here to see if Giving Through a Community Foundation is right for your clients.

How do you make a Planned Gift with the Community Foundation?  Whether you’re a donor or a professional advisor working with a client, it’s easy to partner with the Community Foundation to make a charitable gift through an estate plan. Here’s how we can work together to become your Philanthropic Partner (including our guiding principles, step-by-step process, and FAQs for donors and professional advisors):

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