Professional Advisors:
We are your partner in philanthropy.
"How can I recommend a charity without
recommending a charity?"
It's a delicate dilemma. Estate planners, financial planners and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
Fortunately, there's a simple solution. It's CFOS, your local community foundation. CFOS is a single, trusted vehicle your clients can use to address the issues they care most about, while gaining maximum tax benefit under state and federal law. We offer a variety of giving options - including the ability to set up a charitable fund in your client's name. It's just one way we can help you help your clients achieve their charitable goals. |
Read more:
Survey Reveals A Growing Desire Among the Affluent to Give Back
Philanthropic Strategies with Concentrated Portfolios
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