1. We are a local organization with deep roots in the community.
2. Our professional staff has broad expertise regarding community issues and needs.
3. We provide highly personalized service tailored to each individual’s charitable and financial interests.
4. Our funds help people invest in the causes they care about.
5. We accept a wide variety of assets, and can facilitate even the most complex forms of giving.
6. We partner with professional advisors to create highly effective approaches to charitable giving.
7. We offer maximum tax advantage under federal law for most gifts.
8. We multiply the impact of gift dollars by pooling them with other gifts and grants.
9. We build endowment funds that benefit the community forever and help create personal legacies.
10. We are a community leader, convening organizations and coordinating resources to create positive change.
If your client is considering setting up a Donor-Advised Fund or a Private Foundation, you may wish to have them review the comparison chart of these two options. You will find information regarding tax implications, confidentiality, flexibility and personal service.