Charitable giving advice is a value-added element in an advisor’s portfolio and a service welcomed by clients who expect an integrated approach to their wealth management.

Money-Mgt-Photo

Tools for Legacy Giving:

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. The following is additional information professional advisors might find useful on how to leave a legacy and suggested language for bequests:

How to Leave a Legacy and Suggested Language for Bequests

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):

How to Make a Planned Gift through the Community Foundation

Here’s a list of some articles Professional Advisors might find useful in serving  your client’s needs.

Links to Articles:

Should Your Clients Give Through a Community Foundation?
Listening for Charitable Opportunities
Multiple Benefits of Charitable Giving

Kevin Madok, Chair, Florida Keys Chapter FICPA, and Linda Johnson, Treasurer, at CFFK's Day of Philanthropy, which included workshops for professional advisors.

Kevin Madok, Chair, Florida Keys Chapter FICPA, and Linda Johnson, Treasurer, at CFFK’s Day of Philanthropy, which included workshops for Professional Advisors.