As donors’ needs change over time, the complexities of a standalone foundation don’t always continue to make sense. In these situations, a donor advised fund can offer a simpler experience and advantages over a private foundation.
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It may be a good time to start having conversations with your clients about how philanthropic planning can help them prepare for upcoming legislative changes.
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Our team of experienced staff are experts in their field, with specialized training focused on complex gift planning and acceptance, as well as the art of facilitation within multi-generational families.
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While many financial institutions offer donor advised funds, the Community Foundation provides its fund holders with a wider range of services, personalized attention, and stronger ties to local nonprofit organizations.
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His clients’ portfolio allocations were out of balance due to significant gains created by out-performing stocks. See how we worked with one advisor to help his clients donate appreciated stock, a strategy that helped them achieve their charitable goals, avoid taxes on capital gains, and make a difference for our community.
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Choosing the right philanthropic vehicle is key to helping your clients find the joy in giving while reaching their philanthropic goals. A Supporting Organization meets the unique needs of donors by offering a high degree of autonomy combined with back office support from the Community Foundation.
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