Some clients may come to you with the belief that a private foundation provides their only option for long-term involvement with assets they set aside for charitable purposes. In reality, a donor-advised fund or supporting organization at a community foundation offers numerous advantages to these clients, provides real ways for them to stay engaged in giving and avoids many of the hassles of private foundation management.
Explore the information in this section to look at these charitable giving options. Feel free to print any of these materials for discussions with your client.
We welcome the opportunity to consult with you and any clients who would like to discuss the advantages and disadvantages of each approach. Our desire is to help you find the solution that works best for your client.
To learn more about how a planned gift might work for you, please contact:
Nancy Sullivan, Executive Director