The Community Foundation provides reliable and technical information on planned giving to Professional Advisors and their clients.  Some of the best opportunities to make charitable contributions occur when clients are making other major business, personal and financial decisions.  The best time to consider planned giving options with clients may be when a will is written or revised, a business or other major asset is to be sold, retirement plans are made, or a substantial financial gift is received.

Developing a charitable plan that satisfies your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

We want to be a resource for you as well as a philanthropic partner for your clients.  A full understanding of the many possibilities and the specific tax benefits they offer can also help your clients achieve financial, personal, or business goals.

We consider attorneys, accountants, financial planners, insurance agents, and other professionals who have relationships with donors to be our valued partners in charitable giving. We can provide information to ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

We have an outstanding reputation for integrity and service to donors. And we’ve developed unique resources for you to use in helping donors craft their charitable giving plans.  We’re here to help you with the donation process.

To read a recently published article on charitable giving, click here.

If you have questions about our advisor information, please call us at 864-233-5925 or e-mail Bob Morris or Gina Blohm.