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For Professional Advisors
The Montgomery County Community Foundation, working in partnership with the Red Oak Heritage Foundation, works closely with professional advisors (attorneys, accountants, financial planners, bankers, and life insurance representatives) to help their clients realize their charitable objectives and personal interests. The Montgomery County Community Foundation helps to integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.
As a professional advisor do you ask yourself, “How can I recommend charity without recommending a charity?" The answer is simple. Talk to your clients about giving through the Montgomery County Community Foundation.
Estate planners, financial planners, and other 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 your local community foundation, the Montgomery County Community Foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. The Montgomery County Community Foundation offers a variety of giving options — including the ability to set up a charitable fund in your client’s name. It’s just one way Montgomery County Community Foundation can help you help your clients achieve their charitable goals.
There is so much more we would like for you to know. We invite you to contact us; we look forward to working with you to help you help your clients achieve their charitable giving goals.
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