Help for Your Clients
Get help strengthening your client relationships.
Tap into our resources and local knowledge to help you meet their charitable and financial goals.
Scenarios and Solutions
||I need to sell appreciated property and concerned about capital gains taxes. How can I eliminate or reduce my taxes?
||Giving all or part of the asset to charity eliminates or reduces capital gains taxes, creates an income tax deduction, could provide lifelong income, and will support a favorite charity.
|Leaving a legacy
||I've no children, and it's time to write a will.
||You can suggest a charitable fund at the Community Foundation as a way to support the causes they care about, in perpetuity.
||I’m thinking of starting a private foundation. What are the pros and cons?
||The Foundation offers a couple of simpler alternatives to private foundations. See our chart comparing donor-advised funds to private foundations.
|Retirement plan assets
||I've a large retirement fund, but I'm worried that my children will receive only 20 or 30 cents on the dollar.
||Using a retirement plan to create an endowment will reduce estate tax, eliminate income tax on the IRA distribution and create a family legacy.
|Helping an individual
||I've a sibling, friend, parent or other family member I'd like to help.
||A life-income gift, such as a charitable gift annuity, will assure them a lifetime income—and allow your client a tax deduction and support for a favorite charity at that person's death.
|Wants to be charitable but unsure where to give
||I'll be receiving additional income this year. I'd like to give some to charity, but I'm not sure which one.
||A donor-advised fund will lock in a tax deduction for the current year and allow time to choose the charity. We can help your client find the right cause or work with us supporting local needs.