Professional Advisors

IS GIVING THROUGH A COMMUNITY FOUNDATION RIGHT FOR YOUR CLIENTS?

  1. Do you have clients who care deeply about their local community?
  2. Do they give to more than one charitable cause?
  3. Are they interested in creating a personal or family legacy in their community?
  4. Are they considering the creation of a private foundation, but are concerned about cost and administrative complexity?
  5. Would they like to stay personally involved in the use of their gift dollars?
  6. Do they want to receive maximum tax benefit for their charitable contributions under federal law?
  7. Do they place a priority on sound financial management of their contributions?

If you answered YES to any of these questions, your clients would benefit from knowing more about their local Community Foundation.

HELPING YOUR CLIENTS ACHIEVE THEIR CHARITABLE GOALS

We can support you and your clients at every step in the charitable giving process, connecting their philanthropy to local causes they care about most. When your clients give through the Community Foundation, they…

Receive personalized service. We work closely with you and your clients to develop a giving approach that matches their personal interests and planning needs. We make giving easy, flexible and effective, accepting a wide variety of gifts, including contributions of cash, stocks, property and bequests. They may establish a fund in their name or to honor a family name or loved one. Their gift will gain maximum tax advantage.

Gain local expertise. Our staff has an in-depth understanding and sincere concern for the issues, opportunities and resources that shape our community. We monitor all areas of need—including human services, education, the environment, healthcare, the arts, and economic development. We can help your clients learn more about local agencies and programs that make a difference in the areas they care most about.

Support community leadership. We invest in the long term and bring people and organizations together, convening diverse voices to address local issues and opportunities both now and in the future. Our business is building community. We would be happy to meet with you to discuss the opportunities we can offer to your client.

Whether you are an attorney, CPA, financial planner, insurance agent, or other professional advisor, the Community Foundation can help enrich the charitable giving strategies of your clients. We would be happy to meet with you to discuss the opportunities we can offer.

 

Kara G. Seesholtz, chief advancement officer
570.752.3930 ext. 4 | [email protected]

The Central Susquehanna Community Foundation (CSCF) is a 501(c)(3) organization that develops, manages and distributes funds for charitable purposes in communities across the Central Susquehanna region. All contributions are administered through CSCF and are tax deductible to the extent provided by law. IRS regulations requires us to state that no goods or services were provided in consideration for your gift and CSCF has exclusive legal control over the contributed assets. The official registration and financial information of the Central Susquehanna Community Foundation may be obtained from the PA Dept. of State by calling toll free, within PA, 1.800.732.0999. Registration does not imply endorsement.