As a professional advisor, your clients expect you to provide sound counsel about the management and investment of their assets, their tax situation or their estate plan. You can also help them by listening for and identifying situations when a charitable gift to the Community Foundation would be in their interest. These include:

• When year-end tax planning identifies a need for greater tax deductions.
  
  
• When estate planning identifies the possibility of significant estate taxes.
  
  
• If your client is interested in setting up a private charitable foundation.
  
  
• If our client is passionate about helping meet a specific community need and is ready to make a significant gift.
  
  
• Your client wants to establish a scholarship for a special interest, but doesn't know how to begin.
  
  
• If your client owns highly appreciated stock in a company that is about to be acquired.
  
  
• Your client currently has a private foundation but needs help with administration and grantmaking.
  
  
• Your client has most of his/her assets tied up in a closely held company and would like to give a gift of C or S Corporation stock.
  
  
• If your client has a substantial IRA and/or 401(k) asset within his/her estate.

You can be a very valuable resource to your client if you are able to advise them in these situations and help them to achieve their charitable giving goals.

By following these simple steps, you can help your client maximize their charitable giving and realize their charitable goals:

1. Decide when and what to give: The Community Foundation can accept both simple and complex assets, assist you with sophisticated planned giving tools, and process gifts and new funds quickly when time is of the essence.
   
   
2. Decide what type of fund to establish: There are many different giving options at the Community Foundation that vary in how and where they impact the community. Staff is available to help you assess the goals of your client and match them to a particular fund type.
   
   
3. Sign a fund agreement and transfer the appropriate assets: The Community Foundation’s fund agreements are available as fillable PDFs that can be downloaded for review and completion. There are also instructions for making a stock or wire transfer directly to the Community Foundation. Our development staff is available to assist you at any point along the way and to answer your questions.

Let us make your job easier!
We encourage you to contact us by phone at 315.422.9538 or by email to discuss your client’s particular situation. Development staff can customize materials and fund agreements for presentation to your client, and can meet with your client separately or at your office.