requires careful and strategic consideration by
trusted professional advisors.
income, reduction of capital gains and estate taxes, and the
opportunity to benefit one's
charitable and philanthropic objectives are
important considerations to
sound, professional planned giving.
Many individuals and families have
complicated charitable agendas.As such, we encourage donors to engage
their professional advisors - legal and financial consultants - to learn more
about options that can provide the greatest benefit to them while having the
most substantial charitable and philanthropic impact.
The Foundation is a good resource and
venue for your clients.The Foundation provides:
alternative to private foundations or commercial gift funds;
something a private foundation cannot afford;
stewardship of assets; and
interests honored and preserved - immediately and in perpetuity.
Include the Foundation in
conversations with your clients.Because we are not the 'end-beneficiary,'
the Foundation serves as a valuable and objective tool that can add real value
to your client relationships.Knowledge is power.Having the
knowledge of options available gives you and your clients the necessary
information to make powerful decisions and have powerful impact.