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Year-end tax planning identifies the need for greater tax deductions |
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Estate planning identifies the need to reduce significant estate taxes |
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Your client is charitably minded, but does not want to spend the principal of retirement savings |
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Your client is charitably inclined, but needs to maintain or increase disposable income |
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Your client owns highly appreciated stock |
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Your client's assets are tied up in a closely-held company |
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Your client is passionate about helping meet a community need |
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Your client wants to create a scholarship for a special interest |
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Your client has a private foundation that may not be distributing the minimum required grants or has become administratively burdensome |
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Your elderly client is concerned about the future of their private foundation |
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Your client is interested in setting up a charitable foundation |
| These are just a few of the circumstances that might trigger a discussion about charitable giving and the advantages of making a gift through the community foundation. We're happy to work with you and your client to clarify needs and motivations, review all the giving options, and recommend the best solution. |
