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Vintage Clothing Exhibit at the Penns Valley Area Historical Museum
Resources for Advisors
Together, we can meet your client's philanthropic needs. In most instances the Community Foundation can provide the easiest, most flexible, least expensive solution for making a permanent gift to the community. These solutions are available to all area residents, not just the wealthy. A step-up fund can be established for as little as $2,000 and a permanent endowment fund for as little as $10,000.
There are several topics with your clients that can lead to a charitable giving conversation. Here are a few of the most common:
- Year-end tax planning.
- Preserving an estate.
- Retiring in comfort.
- Establishing a private foundation.
- Giving closely held stock.
- Sale of highly appreciated asset.
- Sale of a business.
- Strategic giving.
- Substantial retirement account assets.
Please let us know if you are a financial professional working with those in our community who wish to make a difference. We will make sure that you are included on our list of professional advisors (below).
Please use the links to the left to access information of interest for attorneys, financial planners or other professional advisors.
Materials
Seminars
The Foundation offers seminars for financial advisors on a range of topics that relate to helping clients meet their philanthropic goals through the Foundation. Please contact the Foundation for future dates and times.
