Benefits to You and Clients
Your Gift Planning Partner
A Trusted Resource for Professional Advisors
We work through you.
You maintain your valued client relationships; we're here to help.
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We partner with you.
We provide support, information and expertise on charitable giving.
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We help you build stronger relationships.
Your clients will appreciate the charitable impact and tax advantages you help them achieve.
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We help you connect across generations.
When you help families establish an advised Fund with us you can stay involved for generations.
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Benefits to Your Clients
Your clients can address a broad range of local issues: the arts. AIDS, at-risk youth,
aging. These are just a few aspects of local life touched by the Community Foundation of Broward. Every year we make hundreds of grants to local agencies and programs serving our ever-changing community.
It's up to your clients. How do they want to change the world?
Your clients' gifts can work forever. When your clients donate through their personal endowed Fund, their gift principal is carefully invested, and the earnings are used to benefit the community through annual grants. Plus, each gift is fully tax deductible and qualifies for maximum benefit under federal law.
Your clients can create a personal legacy of giving. We offer a variety of giving options - including the ability to set up a special Fund named for your client. If desired, donors can even be involved in the distribution of grant dollars generated by their Funds. It's a highly personalized way to give.
The Community Foundation can be the resource to fulfill your client's philanthropic vision. Learn how to help your client start a fund.
We can help you when your clients want to:
Create a family charitable Fund as an alternative to a private foundation
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Receive lifetime income and still provide for their favorite cause or
charity through a charitable gift annuity.
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Memorialize their family name and legacy in perpetuity through our Legacy Society
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Convert their Private Foundation to a charitable Fund in order to preserve their philanthropy.
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We are here to assist you in carrying out your client's charitable wishes. Think of us as your Planned Giving Center.
When to Consider the Community Foundation for Your Client
The Community Foundation of Broward can be a helpful resource for you and your clients in the following situations:
- When your client is selling a closely held business or in the process of developing a business succession plan.
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- When your client is considering a permanent memorial in honor of someone special.
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- When your client wants to create a lasting legacy and fulfill philanthropic visions without the expense and restrictions of a private foundation.
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- When your client is facing a deadline to set up a charitable remainder trust, but cannot decide on the charitable beneficiary.
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- When your client is interested in creating a charitable Fund to support a favorite charitable organization or a specific interest in the community.
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- At year end, when your client's existing foundation must meet its annual payout.
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February 2, 2012
February 2, 2012
December 19, 2011
December 5, 2011
By Susan R. Miller
By Jan M. Rosen
Florida Phillanthropic Network |
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