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Professional Advisors
As a professional who advises clients – individuals, families, or businesses – about charitable giving, you play a key role in philanthropy. The Community Foundation is a uniquely valuable resource and partner when you need personalized, flexible, high-impact options to help your clients achieve their goals for giving. If your client is thinking about making a complex charitable gift today or leaving a charitable legacy for the future, we offer a variety of options. With smart planning, you can help your client make a gift that will benefit the causes they care about for years to come.
You are the driver of your client relationship. Our goal is to serve as your philanthropic consultant, a valuable member of your team helping you achieve your clients’ goals. We offer:
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Confidential, cost-free resources for charitable planning
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Community knowledge
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Flexible tools for lifetime and legacy gifts
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Management for gifts of complex assets
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Personal, local, highest-quality donor services
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A trusted partnership that enhances your relationship with your clients
Questions? Please contact Lindsay Richardson for a confidential consultation to explore the options available to your clients.
The Community Foundation is committed to working with professional advisors to help your clients realize their charitable goals. Here are some of the ways we can help you:
Ways to Give
We know that giving opportunities can come in different shapes and sizes and we have the flexibility to accept a wide range of gifts. The Community Foundation is your resource to maximize assets for the charitable causes that matter the most to you.
Assets We Can Accept
Cash
A cash gift is the simplest way to establish a fund or give to an existing fund. Cash gifts are fully deductible up to 50 percent of the donor’s adjusted gross income in any one year. Deduction amounts exceeding this limit may be carried forward for up to five additional years.
Securities
Gifts of appreciated securities (stock, bonds, and most mutual funds) also provide tax advantages. If you have held the securities for one year or longer, the current value generally is tax-deductible up to 30 percent of your adjusted gross income, with a five-year carryover if the gift amount is more than the 30 percent limit.
Real Estate
We can accept a gift of a house or other personal residence, farm, commercial building and income-producing or non-income producing land. A gift of real estate you have owned for more than a year entitles you to a tax deduction for the fair market value of the property, and you avoid paying capital gains taxes.
Life Insurance
When you name the Community Foundation as the owner and beneficiary of an existing or new life insurance policy, you receive an immediate tax deduction that usually approximates the cash surrender value of the policy. All premium payments made thereafter are deductible as a charitable contribution.
Bequests
Many of the gifts we receive come in the form of end-of-life bequests, small and large, from caring donors who wish to create a legacy in their community. Bequests allow you to support your community and the causes you care deeply about long after your lifetime. A charitable bequest can be a specific dollar amount, a percentage of your estate, or what remains after other bequests are made.