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.
ResourcesAs a community foundation, we are uniquely positioned to help you facilitate your client's complex giving. While our staff is always available to answer questions, the following may additionally assist you in helping clientele: Handouts for Clients: Deciding to Give (PDF) Three Reasons to Give through Coastal Community Foundation (PDF) Is Giving Through Coastal Community Foundation Right for Your Clients (PDF) How Can I Recommend Charity without Recommending A Charity? (PDF) Clients who Should Know About Coastal Community Foundation (PDF) Sample Fund Agreements: Donor-Advised Fund Agreement (PDF) Designated Fund Agreement (PDF) Field-of-Interest Fund Agreement (PDF) Scholarship Fund Agreement (PDF) Unrestricted Fund Agreement (PDF) Policies and Procedures: Alternatives to Private Foundations (PDF) Investment Performance and Policy (PDF) Total Return Concept (PDF) |
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