|
|  |
|
|
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals. Click on the icon below for a printer-ready resource sheet titled, "Listening for Opportunities."
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.
| |
|
|
|
Ron Johnson: Professional Advisor
Ron Johnson has been practicing law in Greensboro for over 30 years. In his role as an estate planning attorney, he has worked with the Community Foundation of Greater Greensboro since its inception. He calls it “the ideal organization to partner with professionally.” More |
Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to Contact Us for more information.
Click here to download "Deciding to Give - A Guide to Personalizing Your Philanthropy," a checklist designed to help you and your client determine the custom giving solution that is right for them.
Click here to download a printer-ready resource manual for Professional Advisors to better understand how the Community Foundation of Greater Greensboro can help you to serve your clients.
|
Services
|
There are many ways we can support your work with clients:
|
Presentations
Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
- charitable giving options
- community needs and issues
- our grant making priorities and impact
- planned giving and
- charitable giving benefits.
|
Trust Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
|
| If you would like to discuss an idea you have or to arrange any of the free services, please click here to Contact Us for more information. | |
|
| |
|
|
|
|
|
|
|
|
