Accountants
Significant giving opportunities arise when your clients make major business, personal, and financial decisions. Whether you are helping your client with year-end tax planning, exploring private foundation options, or advising on the sale of a business, the Community Foundation can help you provide tailored options that match your client’s charitable and tax goals.
The Community Foundation can accept a wide variety of assets and facilitate even the most complex forms of giving. We offer the maximum tax advantage under state and federal law, and we simplify IRS recordkeeping.
- Make a tax-smart gift from an IRA. A Qualified Charitable Distribution (QCD) made from an individual’s IRA can play an important role in meeting charitable and tax goals. Explore QCD Options for your client here.
- Do you have nonprofit clients? Our agency endowment funds and nonprofit support services can help you provide them with the best service possible.
- Donate non-cash assets to meet tax, financial, and charitable goals. Contributing Non-Cash Assets
- Not sure how to start a conversation with clients about the benefits of charitable planning? Here are some talking points to help get the conversation started!
- Looking for a handout to share options with your client? Here is a handout to help with client meetings. And a brochure just for CPAs and other tax professionals. Also happy to mail hard copies! Just let us know at elena@cf-sc.org.