You know your clients. We know philanthropy. Together, we accomplish more than we do alone, making informed and inspired investments that benefit our community.
“The Community Foundation offers so many ways for our clients to have their funds managed. There is an option for every need – including allowing your clients to continue to work with you, their advisor, while taking advantage of the expertise and personal touch of the foundation to help ensure their philanthropic dollars have the desired impact.”
~Kathy Leonard, UBS First Vice President of Investments and a Trustee of the Community Foundation
Why partner with the Community Foundation?
- Retain their clients' charitable assets at their financial institution and continue to manage their clients' charitable giving vehicles.
- Convert non-managed client assets – such as real estate, closely-held interests, businesses, personal property and art – into charitable dollars that you manage. Learn more about complex assets.
- Offer clients a value-added service by connecting them to the Community Foundation’s quality services, and offering a personalized charitable giving experience for them and their families.
- Plan to sell a private company
- Have high capital gains tax exposure
- Be in a "transition" stage of life – empty nesters, retirees, those involved in estate planning, etc.
- Want a charitable tax deduction now with the flexibility to make distributions in the future
- Want to grow their contributions tax-free over time
- Have a desire to give back to their community
- Want to leave a legacy for future generations
We’re here to help you help your clients make informed decisions about charitable giving. For more information, contact us at Philanthropic Services.
- Real estate
- Personal residence
- Commercial property
- Other real property
- Business interests
- Closely-held stock (S-Corp, C-Corp, LLC)
- Partnership interests
- Personal property
- Royalties, copyrights, patents
- Valuable collectibles
- Other alternative assets
- Life insurance policies
- Retirement plans
- Negotiable instruments (e.g., notes receivable)
- Oil and gas interests