Estate planners, financial consultants, and other professional advisors are often asked to suggest the best vehicles for charitable giving. Community foundations offer you and your clients several distinct advantages, including:

Simplicity. Creating a charitable fund or supporting organization at a community foundation is the easy, low-cost alternative to forming and administering a private foundation.

Tax benefits. Community foundations offer maximum federal and state tax benefits; we can work with you to create specialized charitable instruments tailored to your estate and financial plans.

Flexibility. Community foundations accept a wide variety of gifts – including cash, stocks, real estate, and other assets. We can help individuals, families, and businesses create a fund that addresses virtually any charitable purpose.

Community impact. You and your clients can work closely with our professional program staff; we'll help you understand community needs, assess local organizations, and direct gift dollars to high-impact areas.

Stability. Community foundations are professional organizations that meet published standards of performance for investment practices, donor services, and grantmaking practices.

Additional resources you can print for future reference:

Pension Protection Act of 2006 (3399k PDF)

Talking to Your Clients About Charitable Giving (1726k PDF)

Top 10 Reasons Professional Advisors Partner with Community Foundations (471k PDF)

Comparison: Private family foundation vs. community foundation Donor Advised Fund (56k PDF)

Giving Opportunities: Helping your clients achieve their charitable goals (52k PDF)

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