Ideas for Professional Advisors
Mid-Shore Community Foundation always welcomes the inquiries and involvement of professional advisors. In fact, much of our growth has happened because of the efforts of local attorneys, accountants, trust officers, stockbrokers, financial advisors, and others. For that, we are very grateful!
Is Giving Through The Community Foundation Right For Your Clients?
Seven Questions for Estate and Financial Advisors:
- Do I have clients who care deeply about their local community?
- Do they give to more than one charitable cause?
- Are they interested in creating a personal or family legacy in their community?
- Are they considering the creation of a private foundation but are concerned about cost and administrative complexity?
- Would they like to stay personally involved in the use of their gift dollars?
- Do they want to receive maximum tax benefit for their charitable contributions under federal law?
- Do they place a priority on sound and professional management of their contributions?
If you answered "Yes" to any of these questions, your clients would benefit from knowing more about Mid-Shore Community Foundation. We would be happy to help you make an introduction.
The Benefits of Giving Through the Foundation
We help people connect to the causes they care about most in the five county region; Caroline, Dorchester, Kent, Queen Anne's and Talbot Counties, Maryland. When your clients give through the community foundation, they...
Receive personalized service. We work closely with you and your clients to develop a giving approach that matches their personal interests and tax-planning needs. We can help integrate charitable giving within estate and financial plans, establish Funds named for your clients or facilitate anonymous giving, and assist with complex gift situations.
Gain local expertise. Our professional staff monitors all areas of community need - including human services, education, the environment, healthcare, the arts, and economic development. We can help your clients learn more about local agencies and programs that make a difference in the areas they care about most.
Support community leadership. We invest in the long term and bring people and organizations together, convening diverse voices to address local issues and opportunities. Our business is building community.
How Can I Recommend Charity without Recommending A Charity?
It's a delicate dilemma. Professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations. Fortunately, there's a simple solution. It's the community foundation. We are a single, neutral, trusted vehicle which your clients can use to address the issues they care about most, while gaining maximum tax benefit under current tax laws. We offer a wide variety of giving options which can be custom-tailored to help your clients achieve their philanthropic goals.
Resources for Advisors
In addition to the many benefits which the community foundation option offers to your clients, we also can serve other needs as well. For example, we have planned giving calculation software if you ever have questions about charitable gift annuities or trusts, we maintain extensive files on local non-profits, we have foundation contacts throughout the country, and we can provide sample language for wills or other estate gifts. We are here to be of service, so please call on us, 410/ 820-8175.
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