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We Work Through You. You
stay in control of your client relationship.
We are here to help you serve your clients'
charitable giving needs. |
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We Partner With You. We
provide support, information, and expertise
on charitable giving options. |
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We Help You Build Stronger
Relationships. Your clients will appreciate
the charitable impact and tax advantages you
help them achieve by working with a community
foundation. |
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We Help You Connect Across
Generations. When you help families establish
an advised fund at the Foundation, you begin
an ongoing time of involvement with current
and future generations. |
Please contact the Foundation
for sample fund agreements and giving language.
Fund agreements can be written to create funds that
are permanently endowed, non-endowed (principal
can be spent) or for special projects. For fund
types please see our Make
A Gift page under establish a new fund.
We thank all of the advisors in the area
who have counseled clients on charitable giving
through the Sturgis Area Community Foundation. Without
your efforts the Foundation could not have returned
as many grant dollars as we have to Sturgis and
the surrounding communities over the past 46 years.
We look forward to our continuing partnership on
behalf of the community. |
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DID YOU
KNOW?
Charitable Opportunities
Helping clients achieve
their charitable goals!
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Year-end tax planning-is there
a need for greater tax deductions? |
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Preserving an estate-are estate
taxes an issue? Charitable giving
can help. |
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Retiring in comfort-would a
life income gift with the remainder
to the Foundation help a charitably
minded client? |
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Sale or disposition of highly
appreciated stock-gifts of appreciated
stock to the Foundation generate
a tax deduction for the market
value of the stock while avoiding
capital gains tax that would otherwise
arise from the sale of the stock.
The client can recommend uses
for the gift to those charitable
areas most import to them. |
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Closely held stock-assets are
tied up in a closely held company
and the client is interested in
giving back to the community.
The Foundation can assist! |
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Establishing a private foundation-for
a simpler, more cost effective
alternative consider a Donor Advised
Fund at the Foundation. |
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Substantial IRA/401(k) assets-for
clients who want to leave their
estate to family with some left
to the community the Foundation
can help!
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