We are here to help you make charitable giving convenient, effective and fruitful for you and your clients. Feel free to call us to explore an option or discuss a situation before you discuss it with your client. We value client anonymity, and we are glad to work exclusively through you. The majority of our relationships with professional advisors begin this way. Even if the discussion does not result in a charitable gift through the Community Foundation, we want to hear from you.
Our staff is happy to run illustrations for you using Crescendo Software if a client is interested in a charitable giving option that provides capital gains savings, an income tax deduction and lifetime income for the donor, donor's spouse or a favorite charity. We are able to provide the tax deductions that are available to your clients, a brief description of the gift plan and annual cash flow projections. We can easily e-mail or fax you these individualized illustrations.
Would the members of your firm be interested in learning more about Central Carolina Community Foundation and how we may be able to provide a vehicle for charitable giving? Do you belong to a club or membership organization that would like a presentation? Our staff frequently speaks to groups about:
Clients that become donors of the Community Foundation receive consistent quarterly reports that show fund balance, including realized and unrealized gains, contributions made to their fund, and grants paid from their fund. Donors may request their fund balance from the Foundation at any time. Donors also receive newsletters and annual reports from the Community Foundation to keep them informed of activities related to their fund.
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