How Can We Help You Serve Your Clients?
Donors and Financial Advisors at CFNRV’s 2016 May Annual Meeting
Working with a Community Foundation offers your client real tax advantages, as well as the chance to make a great charitable impact in the community they love. At the Community Foundation of the New River Valley, we are committed to helping you assist your clients in achieving their philanthropic goals and receiving tax benefits they may not realize on their own. We can manage virtually any type of gift for most charitable purposes, offering a convenient, effective, and fulfilling way to impact the community. Here are some of the ways we can work with you to help your clients:
We partner with you. We can provide you with direct support, information, and expertise related to charitable giving options.
We are experts on charitable giving. We act as your philanthropic advisor in matters of charitable giving. We can help your clients maximize tax advantages associated with charitable giving and in creating a giving plan that meets their needs and goals. For example, this might include thinking through an estate plan, setting up an alternative to a private foundation, or providing language for a bequest.
We offer federal and state tax benefits. Starting a fund at our community foundation, which is a public charity, is significantly less expensive and easier than starting a private foundation. Our funds offer a variety of tax advantages.
We are experts in our community. Our staff knows the community priorities and emerging trends in the New River Valley. We can help your clients learn more about local agencies and programs that make a difference so that they can strategically give in accordance with their personal interests and the community’s needs.
We help foster family relationships. We can help facilitate mission, vision and goals discussions to help your client’s family stay involved for generations if desired.
We help your clients who may want to donate a variety of assets. We can accept many different asset types including cash, retirement funds, life insurance, appreciated securities, or real estate. These can be assets they give now or later as part of their estate plan.
We provide donor stewardship. We can assist your clients with researching potential grantees, matching their charitable interests to potential grantees, and coordinating site visits.
We provide detailed administrative and financial services. We provide record-keeping, gift acknowledgments, oversight of investment management, and provide full and transparent reporting.