Professional advisors find themselves incorporating charitable giving as an integral component in their financial and estate planning activities. Charitable giving advice is a value adding element in an advisor’s portfolio and a service welcomed by clients who expect an integrated approach to their wealth management. Including the question “do you have charitable giving interests?” is standard planning practice for many advisors today, as is incorporating community foundations as a trusted resource in delivering charitable giving knowledge and products to their clients.

The Community Foundation of the Florida Keys is proud to partner with financial and legal advisors to provide tools that can help guide clients through charitable giving decisions—whether the giving is with a current or a deferred gift.

Community Foundation of the Florida Keys can help support you and your clients at every step in the charitable giving process. We can help you identify your clients’ charitable giving interests and motivations, match personal charitable interests with tax planning needs, create and implement charitable plans that are integrated into major business, personal and financial decisions, and provide information on programs that make a difference in the areas your clients care about most.  Click Here to learn more about giving advice on charitable giving.

Philanthropy is a very personal decision. A good professional advisor can help clients realize personal charitable objectives. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Click Here to review tools for giving.

How can I recommend charity without recommending a particular charity?

It’s a delicate dilemma. Professional advisors are often want to discuss the many benefits of charitable giving but want to avoid recommending specific charitable causes or organizations.

Fortunately, there’s a simple solution. A community foundation is a single, trusted vehicle clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. Community foundations offer a variety of giving options — including the ability to set up a charitable fund in your client’s name. It’s just one way we can help you help your clients achieve their charitable goals. Click Here to see if giving through a community foundation is right for your clients.

Talk to your clients about giving through the Community Foundation of the Florida Keys.

Want to Learn More? Join our special Professional Advisor E-List and receive periodic updates with strategies, tools, and resources specifically designed to help Professional Advisors incorporate charitable giving as an integral component in your financial and estate planning activities. Click Below to join our list.

Links of Interest

• Should your clients give through a Community Foundation?
• Listening for Charitable Opportunities
• Multiple Benefits of Charitable Giving