Professional Advisors

Talking About Philanthropy

More than 70% of Americans give to charity during their lifetimes. Giving, being of service to others and taking action for the common good are traditions with deep roots in our American history and culture. Today, these traditions are even more vital to maintaining our way of life. There are, therefore, many people who need help in selecting among the wide variety of giving options that may be used to accomplish their charitable objectives and to realize the maximum tax benefits from their charitable gift.

That's where you, as a legal or financial advisor, come in. As a trusted professional, you have a unique opportunity to help your clients live out their philanthropic ideals and help their community, while also achieving their financial, personal and business goals.

The Community Foundation can be there to help you help your clients through that process as:

• A partner: we will work in partnership with you to provide your clients with tailored giving plans to meet their particular needs.
• Community resource: we have extensive knowledge of where community needs lie and can help your clients be as effective as possible in their giving.
• A Consultant: We will consult with you, your clients and your colleagues on ways The Community Foundation can help meet the philanthropic goals of your clients.

As you counsel your clients in the context of their estate planning, sale of a business, retirement planning, or other significant planning situation, the most important step you can take may be asking one simple question:

Are there any charitable causes or needs you would like to address?

If the client answers "yes," it is up to you to create a workable giving plan that takes full advantage of available tax benefits, while accomplishing greater good for others. Now and for years to come.