Are We Right for Your Client?

Step one of that process is making sure that we’re the right choice for them. Here’s a checklist of questions which will help you decide if your client is a right fit for our foundation:

1. Do you have clients who care deeply about their local community? (See our chart comparing Community vs. Private Foundations)
2. Do they give to more than one community charitable cause?
3. Are they interested in creating a personal or family legacy in their community?
4. Are they considering the creation of a private foundation but concerned about cost and administrative complexity?
5. Would they like to stay personally involved in the use of their gift dollars?
6. Do they want to receive maximum tax benefit for their charitable contributions under federal law?
7. Do they place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, your clients would benefit from knowing more about us.