Guidance for Leaving a Legacy

The Collier Community Foundation™ has a team of philanthropic professionals to help your client start a fund that will meet their charitable giving goals starting now and continuing into the future. From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, the Community Foundation’s team of professionals has the expertise to help donors reach their goals and provide maximum impact.

Why partner with the Foundation?

Your clients may already be donating regularly to the organizations and programs they care about—we love that. By partnering with the Community Foundation, our advisors can share their knowledge to help donors direct their funds where they can make the biggest impact and receive significant tax benefits.

We understand that each donor’s needs are unique. Whether your client is interested in supporting a single charity or a variety of nonprofit organizations, our advisors can talk with clients about the types of funds they can establish. For clients evaluating the differences between creating a donor-advised fund and establishing a private foundation, our comparison of donor-advised funds v. private foundations can aid in decision-making.

Our goal is to help your clients make their charitable giving efficient and effective. We work with donors and their professional advisors to facilitate contributions in many forms. Whether your client is interested in making a charitable gift now or leaving a legacy through their will, our team can assist with traditional or complex gifts. If you have a client who is considering an unusual gift, we will be happy to discuss options with you.

When your client gives through a fund at the Collier Community Foundation™, our low administrative and investment fees help ensure the maximum amount of the gift is directed to the charitable organizations most important to them. Low fees also ensure the greatest impact for the recipient. There are no set-up fees when your clients establish charitable funds at the Collier Community Foundation™. You will be provided with the complete details in our fund fee schedule when we begin our partnership.

ADVISOR TESTIMONIAL

“The Foundation staff is knowledgeable and client-friendly. They have assisted me in implementing tax advantageous structures that help my clients – families who are working to define their philanthropic goals.”
– Edward E. Wollman, Wollman, Gehrke & Solomon, P.A.