Whether your client wants to support charitable causes while they are alive, or leave a legacy after they are gone – or both, the Community Foundation can help you provide tailored options that will satisfy their personal, financial, and charitable goals. 

Community Foundation staff can work directly with your client or in partnership with you to establish a charitable fund or a planned gift.

US Trust Study of “The Philanthropic Conversation”

“40% of high net worth individuals indicate that they would be more likely to choose an advisor who is knowledgeable about charitable giving.”

Read the US Trust study below to find out why!

Click to view the PDF!

Charitable Giving Options & Benefits: Conversations with Clients

  • Introduce the topic early
  • Talk about legacy
  • Look at past tax returns
  • Openly discuss concerns
  • Offer local expertise from the Community Foundation
  • See our Guide to Conversation Starters
What is the difference between a Donor Advised Fund (DAF) held at the Community Foundation and a DAF held at a commercial financial institution? Take a look at our Comparing Approaches to Giving. and find out!

Does your client wish to make a charitable bequest through their will? Make a favorite charity the beneficiary of an IRA or life insurance policy? Here are samples of the language to use in their estate plan.

Your most valuable investments can help achieve maximum philanthropic impact. Explore options for Contributing Non-Cash Assets

Are your clients charitable, but could they benefit from receiving an income from donated assets? A Charitable Remainder Trust can help meet both goals!

What is the goal for your client’s wealth? What do they want to be remembered for? Would they like a portion of their estate dedicated to fostering public good? 

Check out charitable options that can help clients committed to racial and social justice make a difference now and forever.

Supporting Racial and Social justice Through Estate Planning

Charitable Bequests: Client Example

Meet Isabel,
“My community is important to me and I would love to leave a charitable gift, but I also want to leave an inheritance to my child.”

Leave a Legacy. Make a tax-deductible charitable gift to the Community Foundation and join our Trust for Tomorrow legacy society.

Looking for specific language to use in your client’s will? See our  Sample bequest language.

Contact us

For additional information or to learn about webinars and presentation opportunities, please contact

EIN: 94-3188703