As a professional advisor, you probably have clients who are interested in charitable giving. Many of your clients may already be contributing regularly to the organizations they care about. By partnering with the Community Foundation, you can make it easier for your clients to make effective gifts, meet their personal charitable goals and help them receive tax benefits they may not realize on their own. The Community Foundation is here to maintain and support your client relationships.
PhilanthroCalc is your quick and easy planned giving calculator that we host free of charge for our donors and local advisors. Just click on the button below to start using their automated tools to help you plan your giving.
To arrange a meeting, contact McCray V. Benson, President/CEO at 828-697-6224 or click here to email McCray.
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