How to recommend charity
without recommending a charity…
Estate and financial planners, along with other professional
advisors, are often faced with a delicate dilemma: You want
to discuss the many benefits of charitable giving with your
clients, but you want to avoid recommending specific charitable
causes and nonprofit organizations.
The solution is simple: The Central Alabama Community Foundation
is a single, trusted vehicle your clients can use to address
the issues they care about the most, while gaining the maximum
tax benefit under the state and federal laws. We can offer
a variety of giving options - including the ability to set
up a charitable fund in your client's name. It is just one
way we can help your clients achieve their charitable goals.
Talk to your clients about giving through the Central Alabama
Community Foundation.
Attend CLE courses to stay Up-to-Date for your clients
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