Philanthropy is a very personal decision. A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal and financial decisions. Our staff can work with you and your clients to recommend the best charitable solutions. Following are some typical scenarios:
Year End Tax Planning
Preserving an estate.
Retiring in comfort.
Establishing a private foundation.
Closely held stock.
Sale or disposition of a highly appreciate stock.
Sale of a business.
Strategic giving.
Substantial IRA/401(k) assets.
Detailed information about all donor options are available in our section titled Becoming a Donor.
If your client is considering the creation of a private foundation, we strongly encourage you to have them explore the advantages a community foundation can offer. More details on this issue can be found in Private Foundation Options.
