We can support your work with clients in many ways. Community Foundation Solutions, our electronic newsletter for advisors, keeps you informed about tips and trends. Contact us if you are not already receiving a copy.
Group 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 grantmaking priorities and impact
planned giving and
charitable giving benefits.
Trust and annuity illustrations We are glad to run the numbers for you if a client is interested in a charitable trust or a charitable gift annuity. 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.
Charitable Real Estate Foundation As a supporting organization of The Community Foundation, the Charitable Real Estate Foundation of Greater Birmingham serves donors who wish to make a charitable gift of real estate to any local charity. We can provide illustrations and information about how your client can use a variety of options to make the most of his or her real estate gift as part of an estate or financial plan.
If you would like to discuss an idea you have or to arrange for any of these services, please click here to contact us for more information.
