Philanthropy looks different to every donor. We specialize in charitable giving and bring our experience and expertise to the table for the benefit of your clients. You have access to a staff of professionals who will make sure each charitable investment provides the greatest emotional, civic, and financial benefit possible to make our community a better place for the next generation.
Your clients have separate accounts for money they want to use for specific purposes: checking accounts, 401k retirement accounts, and 529 college savings accounts. What about their charitable giving?
A charitable giving account, also known as a Donor Advised Fund, is an attractive alternative to a private foundation, offering more flexibility, confidentiality, and maximum tax benefits. In addition, you or your clients' financial advisor can manage the assets in the account through our Financial Advisor Program.
If you have clients who want to name their fund at the Community Foundation as a beneficiary of their will or trust, life insurance policy, or retirement plan account, the following may be helpful in completing their estate planning documents or beneficiary designation forms.
After describing what your clients are leaving to the fund (i.e., a percentage of the estate/trust/account or a specific dollar amount), simply say it will pass "to the Community Foundation of Greater Huntsville for the [name of your clients’ fund]."
Our staff will be happy to work with you and your clients to establish a fund during your clients' lifetime to receive assets at their death. By working together ahead of time, we can ensure your clients’ fund will carry out their charitable goals beyond their lifetime.
As a reminder, the Community Foundation of Greater Huntsville is a 501(c)(3) public charity. Our tax identification number (EIN) is 26-3750673.