As attorneys, CPAs, and financial advisors, you know all too well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic wishes.
As you work with your charitable clients, here’s how the Williamsburg Community Foundation can help connect your clients to causes close to home or close to their hearts:
Trustworthy information about particular charities
The community foundation is a valuable source for objective, timely information about specific charities and the impact of particular programs. By working with the community foundation, your clients can leverage a transparent and trustworthy resource for learning about how best to make a difference for their favorite causes.
Wide-ranging expertise about community needs
At its core, the community foundation is committed to achieving impact. This means that we keep a finger on the pulse of local needs, whether related to senior services, health care, children & young adults, education, the environment, the arts, or economic mobility for those who liver here in greater Williamsburg. With a deep understanding about community needs, the community foundation team can be an excellent sounding board for your clients who want to learn which charities are addressing each need and how those charities are measuring results.
Broad set of tools for structuring charitable gifts
The community foundation can help establish a tax-efficient structure to achieve each client’s goals for community impact. Available vehicles include not only donor-advised funds, but also other types of funds such as designated funds to support specific charities and field-of-interest funds to address particular causes, as well as multi-generational funds to involve clients’ children and grandchildren. The community foundation offers your clients a flexible and effective way to manage charitable giving by simplifying their giving processes and maximizing potential tax benefits.