“If you want to be part of something that’s going to explode over the next several years, I highly encourage you to join PAN. It’s the place to be to network, better understand how you can serve your clients, and develop relationships with great people who want to help others.”
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When you partner with the Community Foundation to advise your clients about their philanthropy, you will exceed your client’s expectations because . . .
You Enhance Your Role as Advisor to Your Clients
You remain in control of the client relationship. We can be as visible (or invisible) to your clients as you like. Your clients will appreciate you helping them achieve more than they thought possible.
You Provide the Charitable Solutions Your Clients Seek
We help you provide creative charitable solutions for your clients. Whether a client’s needs are simple or complex, utilizing our expertise and experience will add value to your services.
Your Clients Receive the Maximum Tax Advantages
Your clients receive the maximum tax benefits allowed for their gift because the Community Foundation is a public charity. To compare our tax advantages to other giving options, click here.
Your Clients Receive Help Identifying Their Charitable Goals
If you have clients that need assistance in determining the charitable causes they would like to benefit, we can help them explore, identify and focus their charitable objectives.
Your Clients Make the Greatest Impact with Their Gifts
For over a quarter century, we have been ‘connecting people who care with causes that matter’ in our community. We know the needs and capacities of the nonprofit organizations in our area. Whatever your clients’ charitable objectives may be, we can provide the information they need to make the greatest impact with their gifts.
Your Clients Gain Maximum Flexibility
Your clients choose when to make a gift to receive a tax deduction; and they are in control of when to recommend grants to charity. They can generally benefit as many charitable interests as they like from their fund. They may even recommend a change in the purpose of their fund if their charitable interests change.
Your Client’s Intent is Always Carried Out
An endowment fund at the Community Foundation never becomes obsolete. If your client’s original charitable purpose becomes impossible to fulfill, your client can name an alternate purpose, or the fund will be used to support a cause that most closely matches your client’s original intent.
There’s No Obligation and No Charge
We can help your clients explore all of their charitable options. There is never any obligation, and there is no charge to you or your clients for our consultation or planning.
It’s Economical and Efficient
If each of our individual charitable funds operated independently and had to recreate our array of administrative, investment and philanthropic services on its own, the price tag would be enormous. But each of our funds shares the collective costs of an outstanding staff and excellent investment advisors, creating great economies of scale. Each donor is backed by a staff that cares about them and their needs.
We sincerely want to be your partner in meeting the charitable giving needs of your clients. If you have questions that have not been answered here, or you would like to arrange a meeting with our staff or discuss a client situation confidentially, please contact us for more information.