Financial Advisors

Resources for Financial Advisors

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.


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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.  

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.


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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.


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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.

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.

Contact us

For additional resources, specific options for your individual clients,  or to learn about webinars and presentation opportunities, please contact elena@cf-sc.org.