Professional Advisors
Your expertise as a professional advisor gives your clients confidence about their financial future. Coastal Community Foundation can provide reliable and technical charitable information on planned giving options to help you help your clients engage in rewarding philanthropy. We deliver grantmaking expertise, leverage client's charitable dollars and facilitate complex forms of giving according to your client's philanthropic motivations.Photo: Wilbur E. Johnson, former Board member and Partner of Young, Clement, Rivers LLP.
Ways to Give NowOUTRIGHT GIFT Your clients may make a gift of cash, stock, bonds, real estate, or other assets to Coastal Community Foundation. Most charitable gifts qualify for the maximum tax advantage under federal law. APPRECIATED STOCK The Foundation will reinvest your client's assets into the community, qualifying them for a charitable deduction based on the full market value and helping to avoid a high tax bill. REAL ESTATE Real estate gifts can be designed by the Foundation to fulfill donor's charitable interests and help them receive the greatest financial and tax benefits. Download the following for more information: WHEN A GIFT OF REAL ESTATE MAKES SENSE (PDF) GIFT OF REAL ESTATE & GIFTS RELATED TO REAL ESTATE (PDF) |
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