Information - Monday, May 3, 2010 16:49

For Professional Advisors

By partnering with the Community Foundation of Orillia & Area, professional advisors of many kinds–financial planners, lawyers, accountants, and others–can help their clients fulfill their financial, family and charitable goals.

Here are just a few of the ways we do this:

• We work as your partner.  You stay in control of your client relationships–we’re here to help you provide a full range of services to your clients;
• We are experts on charitable giving.  Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your client’s needs;
• We are experts about our community, so we can help your clients be as effective as possible in their giving;
• We help you connect across generations.  When you help families establish an advised fund with us, you and they can stay involved for generations;
• We help your clients donate a variety of assets, including cash, appreciated securities, and real estate.  These can be assets they give now or later, as part of their estate plans.

You can help make a difference in the lives of your clients.  By partnering with us, you may be able to help your clients increase their current income, increase their heirs’ inheritance, create a legacy for the community, and teach their children about philanthropy.

As a public charity, we offer maximum tax benefits.  And starting a fund at a community foundation is significantly less expensive and easier than starting and operating a private foundation.  For more information, please review our Resource Kit or contact us today.