There are many ways we can support your work with clients:
Free Consultations
As a Community Foundation, an important part of our job is to promote and encourage philanthropy in our community.Our development staff is always available to meet with you and your clients to discuss their charitable objectives and how best to achieve them.And, of course, there is never a charge for this service.
Free Presentations Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
charitable giving options
community needs and issues
our grant making priorities and impact
planned giving and
charitable giving benefits.
Free Trust/Annuity Illustrations We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
Sample Bequest Language
If you would like to discuss an idea you have or to arrange any of the free services, please click here to Contact Us for more information.
Just for Advisors
There are no current articles at this time.
Community Foundation of the Lowcountry 4 Northridge Drive, Suite A Post Office Box 23019 Hilton Head Island, SC 29925
