- Do you have clients who care deeply about their local community or a particular cause?
- Do they give to more than one charitable cause?
- Are they interested in establishing a personal or family legacy in their community?
- Are they considering creating a private foundation but worried about cost, compliance and administration?
- Would they want to remain personally involved in the use of their charitable dollars?
- Do they want to receive maximum tax benefits available under federal law?
We can help you discuss the many benefits of charitable giving with your clients. That’s where we fit in. You stay in control of your client relationship. We help by providing support, information, and expertise about giving options. We partner with you to help achieve success with benefits for you, for your clients and for our community.
Many donors hope their leadership will inspire others to give. Some donors want to memorialize or honor a loved one, others want to create a family foundation fund, while others prefer to remain anonymous.
Contact us today to discuss how we may be helpful to you and your clients with their charitable interests.