Professional Advisor Center
Talking with your Clients about Charitable Giving
Many advisors face a delicate dilemma. They want to discuss charitable giving with their clients, but they need to avoid appearing to influence their clients to select a specific charity. That’s where the Community Foundation is your partner in philanthropy.
The Community Foundation is a single, convenient vehicle for meeting a variety of your client’s charitable interests. We work through you. You stay in control of your client relationships.
We partner with you. We provide support, information, sample fund agreements, bequest language, and expertise on charitable giving and grantmaking
We help you build stronger relationships with your clients. Your clients will appreciate the charitable impact and tax advantages you help them achieve.
We can help you as a professional advisor by providing:
- Personalized gift planning illustrations for your clients ranging from charitable remainder trusts, charitable lead trusts, wealth replacement options and insurance trust illustrations.
- Confidential gift planning – your client can create an anonymous charitable fund if they wish.
- Legal review of fund documents – the Community Foundation’s legal council will provide assistance with documents.
We offer Flexibility for your Clients: We offer flexibility which can mean a lot to your clients. Whatever their charitable wish – to support education or to aid the homeless and every imaginable charitable purpose in between, we can be of real service. Your clients can select one or a combination of our basic types of funds to create their customized plan to fulfilling their charitable dream, while helping the donor achieve maximum tax benefits.
We will ensure that if a change of circumstances makes compliance with the terms of the gift instrument “unnecessary, undesirable, impractical or impossible,” we will carry on your client’s charitable wishes in perpetuity.
Please use the links to the right to learn more about our planned giving arrangements and educational resources available as you help your clients achieve their charitable ambitions.
Contact Karen Minogue, Executive Director, to access without charge, the gift planning experience of the Community Foundation.
