Please note that the Community Foundation:
- Does not provide financial, tax, or legal advice.
- Accrues no benefit from brokerage services, commissions, finder fees, or product sales.
- Does not sell financial products or services.
The Community Foundation can assist professional advisors by expanding their client service offerings. The Community Foundation adds value through the creation of client-centered philanthropic services and an uncompromising commitment to quality. Click here to read more about the philanthropic services provided by the Community Foundation.
KEY CONSIDERATIONS
Increasing Interest in Philanthropy:
An ever-increasing number of families are making philanthropy a central part of their tax, financial and estate plans.
Confidentiality:
A Fund at the Community Foundation offers maximum privacy advantages over both a Private Foundation and the establishment of a 501(c)(3). All contributions and Fund data can be held in the strictest confidence if desired.
Contribution Flexibility:
The Community Foundation can accept and hold a wide array of asset types.
- Cash
- Trust Funds
- Retirement Plan Assets
- Real Estate and Tangible Property
- Royalties
- Life Insurance
- Non-Profit Endowment
- Corporate Matching Gifts Program
- Securities
- Business Interests
- Private Foundation Assets
Simplicity and Efficiency:
A Fund at the Community Foundation enables your clients to create a named Fund and enjoy maximum tax advantages and philanthropic flexibility.
The Community Foundation is a Resource:
With professional staff and a representative volunteer Board of Directors, the Community Foundation has years of collective experience in philanthropy and we can serve as a resource to you.
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