Your clients trust you to help them manage their assets. They turn to you for expertise on how to make the most of their hard-earned dollars. For those clients who are charitably-inclined, the Community Foundation provides a great option for making their charitable dollars work smarter.
To assist a client in naming their fund as a beneficiary of their will or trust, life insurance policy or retirement plan account, the linked information contains sample beneficiary wording and information that may be helpful in completing their estate planning documents or beneficiary designation forms.
We specialize in charitable giving and bring our experience and expertise to the table for the benefit of your clients. You and your clients will have access to a staff of professionals who will make sure each charitable investment provides the greatest emotional, civic, and financial benefit possible.