Conversion of a Private Foundation
When managing their private foundation has become a burden, we can help simplify your clients' philanthropy and bring back the joy to their charitable giving.
Your clients can transition their private foundation into a donor advised fund at the Fairfield County Community Foundation. Clients often prefer this option, as they maintain control over their charitable assets and grant decisions, but no longer have to manage the daunting administrative tasks.
Opening a donor advised fund with their private foundation assets provides a range of benefits to your clients, including freedom from administration and paperwork, strong financial management and a suite of philanthropic advisory services to help them achieve their charitable goals.
Getting Started
Working with you and your clients, we will meet and discuss their philanthropic goals and desires. When your clients decide to convert their private foundation into a donor advised fund, we will help guide you through the process.
To learn more about private foundation conversions and other solutions for your clients, contact Juanita T. James, President & CEO, at 203.750.3200.
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