Your donors have accountants, financial advisors and attorneys who can help them decide what assets to gift and when, in line with their full financial and estate plan, so that they make their gift as smartly as possible and leave the door open for further giving.
You just need to know that your donors can carry out their philanthropy in any way that makes the most sense for them.
You also need to know that there are experts in planned giving just a phone call or an email away at The Community Foundation.
Your mantra with your donor, should they inquire about a complicated asset, gift annuities, trusts etc…is:
“Thank you. I think we can do that and it would be wonderful! Let’s get in touch with our partners at The Community Foundation, who can help us work it out.”