Help Your Clients Establish a Fund
You can help your clients choose which type of fund is right for them and their charitable giving goals.
Since the Community Foundation is an independent public charity, all contributions are eligible for an immediate tax deduction. Many contributions may qualify for a larger tax deduction than gifts to a private foundation.
Fundholders can name their fund, name successor advisors, and can give anonymously. We handle asset management, due diligence, paperwork and reporting.
5 Ways Your Clients Can Give
- Outright gift of cash, stock, bonds, real estate or other assets
- Bequest that designates a gift or portion of the estate
- Gift annuity from a gift of cash or property right now. Client receives immediate tax benefits, then ensures income payments for life for themselves or a loved one
- Charitable remainder trust that pays your client or another named beneficiary for life. After death, the remainder of the trust transfers to the Fairfield County Community Foundation, and is placed in a charitable fund selected by your client
- Charitable lead trust that pays a fixed amount to the Community Foundation for the number of years your client selects. When this period ends, the assets held by the trust are transferred to the beneficiaries your client names.
To learn more, contact Juanita T. James, President & CEO, 203.750.3200.
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