For Professional Advisors
Help your clients reach their philanthropic objectives by working with CCF and take advantage of our decades of gift planning and administrative expertise. Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact.
Our staff is ready to assist you and your clients with a variety of planned giving techniques to establish or contribute to a fund including CGAs, CRTs, CLTs, IRAs, life insurance, bequests, 401k and other life income tools. We also offer in-depth knowledge of local community issues and needs and can share the latest trends in philanthropy.
If desired, you can maintain investment advisory capacity over your clients’ assets. Any fund with a balance of $1 million or more at inception may invest through their own financial advisor, as long as they comply with CCF’s Investment Policy Statement (PDF).
Professional Advisor Support
Seminars for Professional Advisors
Several times each year, join your peers and CCF staff for a chance to network and discuss current issues related to philanthropy. Past sessions have covered charitable solutions for art and collectibles, intergenerational giving, estate planning, tax law changes, and much more.
If you’d like to learn more about our work with professional advisors, contact Helen Wolfe at firstname.lastname@example.org.
Professional Advisor Toolkit
These documents overview the types of funds, ways to give, planned giving options and the advantages your clients will enjoy by giving to and through Coastal Community Foundation.
- CCF’s Three Special Features
- Donor-Advised Fund vs. Private Foundation
- Giving Options & Services
- How To Read Your Quarterly Fund Statement
- Sample Fund Agreement
- Sample Fund Statement
- Services & Donor Support
- Total Return Concept
- Types of Funds
Professional Advisor Newsletter
The “For Advisors” monthly e-newsletter provides insights into charitable giving and strategies to share with your clients. To receive the newsletter monthly, email email@example.com. View past editions below.