For Advisors
Flexible, Trusted Source for Giving
Is giving through our Community Foundation right for your clients?
We are here to assist you and your clients in making charitable donations that will benefit the community now and in the future.
Eight questions to help determine if your clients could benefit from our Community Foundation:
- Do I have clients who care deeply about their local community?
- Do they give to more than one charitable cause?
- Are they interested in creating a personal or family legacy in their community?
- Would they like to stay personally involved in the use of their gift dollars?
- Do they want to receive maximum tax benefit for their charitable contributions?
- Are they considering the creation of a private foundation, but interested in exploring other options?
- Do they place a priority on sound financial management of their contributions?
- Could they benefit from a charitable gift annuity when they could obtain income for life from an appreciated asset?
If you answered yes to any of these questions, your clients would benefit from knowing more about CFMC.
Learn More about CFMC
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Making a Recommendation
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: you want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
Fortunately, there’s a simple solution. It’s your local community foundation. A community foundation is a single, trusted vehicle through which your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. We offer a variety of giving options – including the ability to set up a charitable fund in your client’s name. It’s just one way we can help you help your clients achieve their charitable goals.
we’re here to help
Reach Out To Us Today!
We’d be happy to help you make an introduction. Call us to discuss your clients’ particular interests so that we can explore the best options to assure their intents will be met.