Partnering with the Jackson County Community Foundation
We know as a professional advisor you take seriously your responsibility to help your clients and that you want to stay up-to-date on changes in laws and information that may assist you in charitable giving options for your clients. We would like to be considered a resource for starting a conversation with your clients about planned giving, and for the latest research into planned giving options. We are here to help you serve your clients and facilitate all forms of charitable giving.
Here are some of the services we can offer to you:
- Offer counsel on giving instruments and funding options
- Illustrate, project, draft or review necessary documents
- Develop strategic giving plans for your clients and their families
- Assist with grantmaking research, recommendations, and outcomes
- Provide information and guidance on the communities' charitable needs
- Consultations are provided confidentially and at no cost.
For more research on planned giving, here are web sites with more information for you and your clients:
National Committee on Planned Giving - www.ncpg.org
Aims to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community
Council on Foundations - www.cof.org
An association of foundations promoting effective and responsible philanthropy
Kansas Association of Community Foundations - www.kansascfs.org/advisors.cfm
By partnering with Kansas community foundations, professional advisors can help their clients fulfill their personal financial and charitable goals.
JCCF Professional Advisor Partnership
The Jackson County Community Foundation (JCCF) is making it easier than ever for you to help your clients establish charitable funds.
By partnering with JCCF, in many instances you may continue to manage your clients' assets while meeting their tax and charitable goals.
In addition, you will be connecting them with one of the most trusted philanthropic leaders in the community. With the help of the Foundation, your clients can support the causes they care about most while gaining maximum tax benefits under the law. At the Jackson County Community Foundation, we offer a variety of giving options and can assist you in helping your clients achieve their charitable dreams.
Of major importance to legal and financial advisors, community foundations provide an attractive, cost-effective alternative for clients considering the establishment of a private foundation. The client/donor gets superior tax advantages and freedom from annual reporting requirements but can retain the right to advise on grant recipients from his or her fund.
How to Partner with the Jackson County Community Foundation
In the discovery phase of your client meetings you have an opportunity to ask about your client's charitable interests. Given your client's interest in making a gift you can educate them about their giving options, recommend an option that fits their circumstances and help them implement the plan.
No two clients have the same charitable interests. JCCF will help you find solutions that are most effective in meeting your client's charitable intentions today and in the future.
Through this process you have a unique opportunity to help your clients make a difference in their world by building stronger communities and changing lives with their charitable gifts.
The following are seven questions for Professional Advisors
- Do you have a client who cares deeply about their community or a charity?
- Do they give to more than one charitable cause?
- Are they interested in creating a person al or family legacy in their community?
- Would they like to stay personally involved in the use of their gift dollars?
- Do they want to receive maximum tax benefit for their charitable contributions under federal law?
- Do they place a priority on sound financial management of their contributions?
- Are they considering the creation of a private foundation, but concerned about the cost and administrative complexities?
If you answered yes to any of these questions, your clients would benefit from knowing more about the Jackson County Community Foundation. We would love to partner with you in the management of their financial portfolio and charitable interests.
