Tools You Can Use
As your partner in generosity, we have several resources available to you. If you’re looking for something you don’t see, let us know.
You are your clients’ trusted advisor. You’ve helped them build their businesses, provide for their families and grow their assets. They rely on you for advice. They want you to offer options and suggest solutions, including times when charitable giving may be right. You have your clients best interests at heart. So do we.
Many of my clients have a passion for making a positive difference through their charitable giving. The Community Foundation connects their passion with purpose. I rely on the Community Foundation as a trusted partner to advance and protect their charitable intentions.
William R. Lane, Jr.
Holland & Knight LLP
We have a variety of ways to help your clients meet their charitable giving goals. Whether those goals are for immediate or lifetime giving, part of an estate plan or focused on strategic family philanthropy, we can customize a charitable fund that works best for them. Options include:
A versatile way to make charitable contributions when and how your client chooses.
Offers the benefits of a private foundation without the cost, time and administration.
Assures that charitable dollars are earmarked for the future and will be expertly managed.
Creative solutions to meet your clients’ goals, including Charitable Gift Annuities, Charitable Remainder Trusts, gifts from IRAs and more. Contact one of our philanthropy advisors to discuss options.
Our trusted philanthropic options intersect your expert financial advice and your client’s interests
A client may come to you for advice about a life event. The event may have already happened or be on the horizon. Either way, it’s likely there are tax implications.
The Community Foundation staff works as an extension of your team. While you direct what is best for your client’s individual situation, we follow your lead to administer the charitable component of their plan.