Independent Investment
Manager Partnership
Do you have a client who wants to create a charitable fund with the Community Foundation? You can continue to manage the donated assets through our Independent Investment Manager Partnership.
Financial Advisors
Financial Advisor
Resources
Whether you are helping your client with year-end tax planning, financial strategies, estate planning, or all of the above, the Community Foundation can help you provide tailored options that match your client’s charitable, tax, legacy, and financial goals.
Charitable Planning is Good for Business.
According to “The Philanthropic Conversation”, a recent study conducted by US Trust, “75% of high net worth consumers expect their professional advisor to ask them about philanthropy, but only 34% of advisors feel comfortable doing so.” Our free resources and personalized services will give you the tools you need to meet all of your clients’ charitable planning needs.
Community Foundation DAF vs. Commercial Fund DAF vs. Private Foundations – What’s the Difference?
Donor Advised Funds (DAFs) and private foundations offer creative options that can meet charitable, tax, and estate planning goals. While both offer valuable tools and opportunities, each option is unique. See a side by side comparison of various types of DAFS vs. private foundations here. Comparing approaches to giving – DAFs vs Private Foundations
Options for Your Clients
Give Now. Give Later.
When your client works with the Community Foundation, they support the charitable causes they care about when and how they want. Whether they create a charitable fund during their lifetime or choose to give through their will, trust or another deferred gift, we will help them design a strategy that is tailored to their charitable interests as well as their financial, estate, and tax needs.
Quick Links
Printable Resources for Advisors and their Clients
How do I start a conversation with my client about charitable giving? Conversation Starters and How to Talk to Clients About Charitable Giving Options
Why might a Community Foundation fund be a better option compared to a Private Foundation or a DAF held at a commercial investment firm? Comparing Approaches to Giving.
Help your clients create a meaningful legacy for their community and their family.
- The benefits of using Non-Cash Assets to fund a charitable gift.
- Making charitable gifts through an IRA via Qualified Charitable Distribution (QCD).
- Charitable gifts that pay income
- Types of Charitable Funds
- Gifts of Real Estate
- Overview and schedule of fees
- Investment Objectives
- IRS website
Disclaimer: The tax, financial, and legal requirements for charitable gifts vary and are often specific to individual circumstances. Please refer your client to certified advisors with specific legal, tax, or financial questions.
For additional resources, specific options for your individual clients, or to learn about webinars and presentation opportunities, please contact elena@cf-sc.org.