The Community Foundation can help Financial Advisors
| Educate clients regarding charitable giving vehicles. |
| Customize giving to match personal interests and tax planning needs. |
| Facilitate complex forms of giving. |
| Share knowledge of needs in the community. |
| Offer grantmaking expertise and administrative services. |
| Help clients create personal legacies via named funds. |
| Offer involvement in recommending uses of a gift. |
| Provide the option of giving anonymously. |
IRS Announces Procedure for Supporting Organizations to Change Public Charity Status 11/13/06
The IRS has announced procedures that will enable 509(a)(3) supporting organizations to seek reclassification to section 509(a)(1) or (2) and thereby qualify to receive qualified charitable distributions from IRAs as provided by the Pension Protection Act of 2006.
For planned giving calculations, visit our Planned Giving Design Center
http://www.pgdc.com/usa
Download any of the following flyers for your clients:
Charitable Funds
Charitable Funds Overview.pdf
Bequest By Will
Bequest by Will1.pdf
Recommending a Charity
Recommending a Charity1.pdf
Gifts through Charitable Gift Annuities
http://www.cfwcmd.org/index.cfm?fuseaction=74
The following relevant financial information is available upon request:
Names of our Investment Committee Members
Names of our Investment Managers
Investment and Administrative Fees
