You know your clients. We know philanthropy. Together we can help give generosity more impact.
Working together, we can assist your clients with their philanthropic interests while considering their specific financial needs.
Donor-Advised Funds vs. Private Foundations
We emphasize donor-advised funds for individuals and families who wish to be actively involved in charitable giving without the administrative burdens and costs of managing a private foundation. Clients who already have a private foundation may benefit from converting it to a donor-advised fund at Community First Foundation.
Other Ways to Give
We offer several other ways your clients can meet their charitable giving goals.
Ways to Give >
Some things to consider:
- When comparing the option of a private foundation versus other charitable strategies, remember that Community First Foundation has funds available that might fit your clients’ needs and avoid unnecessary expense and administrative requirements.
- The flexibility of funds at the Foundation can enable your clients to be involved in grantmaking while maintaining their intent, name and pattern of charitable giving.
- With Community First Foundation, your clients also have the freedom to give gifts of cash, stock, closely-held securities, real estate, or personal property and receive maximum tax benefits—all while helping the community now and forever.
- In Addition, your clients have the ability to create planned gifts through retirement accounts, life insurance policies, charitable remainder trusts and charitable gift annuities, while gaining tax and financial benefits.
For more information, contact:
Vickie M. Wilson, Ph.D.
Vice President of Development