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What Others Say:
CFES strives to meet the needs of the organizations helping our community and does a great job.
-- Diakonia, Inc.
» See all our testimonials
-- Diakonia, Inc.
» See all our testimonials
Starting The Charitable Conversation
In most instances the Community Foundation can provide the easiest,
most flexible, least expensive solution for making a permanent
gift to the community. These solutions are available to all area
residents, not just the wealthy. A build-a-fund can be established for
as little as $1000, a non-endowed donor-advised fund for as little as
$5,000, and a permanent endowment fund for as little as $10,000.
There are several topics with your clients that can lead
to a charitable giving conversation. Here are a few of the most common:
- Year-end tax planning.
- Preserving an estate.
- Retiring in comfort.
- Establishing a private foundation.
- Giving closely held stock.
- Sale of highly appreciated asset.
- Sale of a business.
- Strategic giving.
- Substantial retirement account assets.
