Published on Capital Region Community Foundation (http://crcfoundation.org)

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Benefits to Professional Advisors

  • Donors

Professional advisors deal with a multitude of clients, each with specific charitable and financial goals. The advantages of incorporating the Community Foundation into the estate planning process are as follows:

Flexibility

The Community Foundation is an extremely flexible charitable planning vehicle. Anything your client would like to accomplish with a charitable intent can be assisted through the Community Foundation.

Tax Benefits

The Community Foundation offers better tax incentives than either private foundations or other non-profit organizations while accomplishing the same goals.

Consultation

There is no cost for consultation to either you or your client for assessing the services of the Community Foundation. The Foundation will strive to help regardless of the benefit to the Foundation. As a public charity we are committed to building community capital in any form.

Confidentiality

Client and/or professional advisor consultations are kept totally confidential.

Communication

You will be kept informed of any authorized communication between the client and the Community Foundation.

Simplicity

All your clients charitable needs can be handled through one vehicle.

Referral

The Community Foundation is a referral source. If we don't immediately know the answer to your client's situation, we will research the information or refer you to someone who does.

Technology

With the aid of specially designed software, the Community Foundation will compute the ramifications of a charitable contribution at no cost to you or your client. In general, the computation can be completed within 24 hours. This is particularly helpful in cases of gift annuities or charitable remainder trusts.

Objectivity

Because the Community Foundation is structured to benefit all charitable entities, you will not be placed in the position of favoring one particular charity as you make recommendations to clients. The Foundation is not in competition with other non-profits.

Recognition

The Community Foundation can offer your clients anonymity or recognition in perpetuity, with as much or as little involvement in the granting process as they would like.


Source URL: http://crcfoundation.org/donors/benefits-professional-advisors