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Professional Advisor Services - Gift Planning Services

The Community Foundation’s staff and advisors are available to assist your clients as they consider their charitable giving options. We can:

• Answer questions on charitable giving, regardless of whether a gift to or through the Foundation is contemplated.
  
• Discuss a particular situation to review charitable opportunities and challenges.
  
• Offer counsel on designing a charitable plan which accomplishes your client’s charitable interests and the needs of their family and loved ones in the most tax economic way, including:
  
• reduction of income or estate taxes through outright giving, testamentary giving, use of charitable life income plans to divert income to lower tax-bracket family members or loved ones, or use of charitable lead trusts to reduce income and/or estate tax.
  
• using charitable life income plans to supplement retirement income for your client or loved ones.
  
• using charitable life income plans to diversify investments without realization of long-term capital gain.
  
• using charitable life income plans to supplement special needs trusts for family members with legal disabilities.
  
• Offer counsel on choosing among the charitable life income plans to determine the best plan to use, including
  
• the type of funding asset
  
• the payout rate and payment schedule desired
  
• the age of the income beneficiaries and their relationship to the donor
  
• whether tax-favored income is desired
  
• the importance of income and/or estate taxes savings
• Provide illustrations and projections of charitable value, cash flow and tax character to income beneficiaries, and payout to remainder beneficiaries.
  
• Offer counsel on the public charity options to private family or corporate foundations, including donor advised funds and supporting organizations.
  
• Draft charitable documents for review by counsel or review documents prepared by others.
  

Contact us by calling 574-267-1901or clicking here to take advantage of these services.

The Community Foundation also makes Planned Giving E-booklets available. Click here for a list of available topics. If you would like us to send you an E-booklet, email us and tell us the name of the E-booklet in the subject line. Click here to request an E-booklet.