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 named 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. If you have any questions that have not been answered in this section, please click here to contact us for more information.
Save the Date!

Professional Advisor Event
Join us for a seminar featuring nationally-recognized Kathryn W. Miree, JD on Wednesday, March 7th for a session on "Top 10 Charitable Planning Ideas for 2012." The event is free and begins with registration at 7:30 a.m. and includes continuing education credits. For more information or to RSVP, contact the Foundation at 272-4804.











