Charitable Gift Planning for Professional Advisors
Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. Professional advisors of all kinds – attorneys, accountants, estate planners, and others – play a vital role in helping grow philanthropy. We want to be a resource for you as well as a philanthropic partner for your clients.
We work as your partner. You stay in control of your client relationships. We’re here to help you provide a full range of services to your clients.
As a public charity, we offer maximum federal and state tax benefits. We can tailor giving plans to meet your clients’ particular needs, and starting a fund at a community foundation is easier and significantly less expensive than starting a private foundation.
Our staff has deep knowledge about this community. We can help your clients be as effective as possible in their giving. We help your clients donate a variety of assets, from cash and appreciated stocks to real estate and more complicated assets. We can accept these assets as a gift during your client's life or as part of an estate plan.
We have an outstanding reputation for integrity and service to donors. Our staff is skilled in working to accomplish multi-faceted objectives and solve complex gift situations. We value confidentiality and can offer anonymity according to the donor's wishes. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving.
If you have any questions about how to discuss philanthropy with a client, the types of charitable giving vehicles that make the most sense for a particular donor, or to get some input on a structuring an estate plan to include a charitable gift, please feel free to contact us at BisManCommunityFoundation@gmail.com.
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