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Benefits for the Professional Advisor
Convenient Local Services Central Carolina Community Foundation is structured to make powerful charitable giving easy, flexible and effective for clients and their advisors. The local Foundation staff is skilled in working with donors who have charitable objectives and complex gift situations. Our staff is also glad to arrange a meeting, at your convenience and at a place of your choosing, with you and/or your client.
Experienced Staff Central Carolina Community Foundation has seventeen years of experience in crafting charitable giving techniques based on the individual needs of your client. We understand how to help you communicate the benefits of a particular charitable giving strategy so your clients make well-informed decisions to realize their financial and charitable goals.
Gifts in Perpetuity The Community Foundation has a strong record of financial stewardship, so your clients are assured that their charitable agenda will be met now and for generations to come. Through placing permanent gifts with the Community Foundation, your client has the opportunity to give a gift that keeps on giving, one that creates a legacy of how they want to be known in the community now and forever.
Economies of Scale There is often much time and expense involved for you and your firm in serving the charitable giving needs of your clients. It is a time-consuming process, for example, for you to send out charitable contributions for your clients at the end of the year. Because the Community Foundation does this activity all the time, we can provide these services at a low cost, allowing you to spend your time doing what you do best.
If you have any questions please contact J. Larry Snipes, Director of Development at 803.254.5601 x. 322 or larry@yourfoundation.org. printer friendly version
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