Resources for Advisors
Asking the right questions
- Do I have clients who care deeply about their local community?
- Do they give to more than one charitable cause?
- Are they interested in creating a personal or family legacy?
- Are they considering the creation of a private foundation?
- Would they like to stay personally involved in the use of their gift dollars?
- Do they want to receive maximum tax benefit for their charitable contributions under federal law?
- Do they place a priority on sound financial management of their contributions?
If you answered "yes" to any of these questions, your clients would benefit from knowing more about the Community Foundation of Broward. We'd be happy to help you make an introduction.
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. The Community Foundation of Broward is a single, trusted vehicle your clients can use to address the issues they care about most, 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.
Resources for Advisors are made possible through the generosity of the William R. Watts Foundation.
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News
the Love Generation Retires
November 1, 2009
October 4, 2009
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