As a financial advisor, your clients expect you to provide sound counsel about the management and investment of their assets. You can also help them by listening for and identifying financial situations when a charitable gift to the community foundation would be in their interest:
Year-end tax planning identifies a need for greater tax deductions.
Estate planning identifies the possibility of significant estate taxes.
A charitably minded client is uneasy donating the principal of retirement savings.
Your client is interested in setting up a charitable foundation.
Your client is passionate about helping meet a specific community need and is ready to make a significant gift.
Your client wants to establish a scholarship for a special interest, but doesn't know how to begin.
Your client owns highly appreciated stock in a company that is about to be acquired.
Your client currently has a private foundation that may not be distributing minimum grants.
Your client has most of his/her assets tied up in a closely held company.
Your client has a substantial IRA and 401(k) assets within his/her estate.
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