Services for You and Your Clients

Our goal is to provide resources and solutions that strengthen your relationships with clients while helping them realize the financial and personal benefits of donating through the community foundation.

Through us, your clients can get the same charitable tax deduction as a direct gift to charity, but with the personal legacy that comes with starting a charitable fund. And you get the benefit of helping your clients achieve their financial and charitable goals in a uniquely personal way.

Professional advisors often partner with us when their clients:

  • Are in a “transition” phase of life (empty nest, retirement, involved in estate planning, etc.)
  • Plan to sell a business or other major asset
  • Have high capital gains tax exposure
  • Are establishing or transferring a private foundation
  • Want to leave a legacy gift
  • Are transferring stock
  • Are 70 ½ or older and want to create a charitable fund that qualifies for the “IRA charitable Distribution”
  • Want a charitable deduction now with the flexibility to make grants in the future
  • Enjoy meeting like-minded donors at unique and exclusive learning and connection events offered by our Community Foundation
Contact Theresa Grimison directly or call (321) 752-5505 if you or your clients are interested in learning more about any of the following topics:
  • Donor Advised Funds
  • Bequests (sample language)
  • Designated Funds
  • Field of Interest Funds
  • Life Income Gifts
  • Charitable Lead or Remainder Trusts
  • Charitable Gift Annuities
Presentations
Would you or your colleagues be interested in learning more about how charitable giving can benefit clients? Our team often speaks to groups about:
  • Charitable giving options
  • Our grantmaking priorities and impact
  • Planned giving
  • Charitable giving benefits
Donor Advised Fund and Private Foundation Comparison

Consider Your Options with this table.

Planned Giving Resources

We are available to assist in helping CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends provide clients with clear and understandable gift illustrations.

Trust Illustrations

We are glad to run numbers for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings; an income tax deduction; and a lifetime income for the donor, donor’s spouse, or another individual. We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan, and annual cash flow projections.

Strategic Philanthropic Planning

We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals. We can also create a giving vehicle that best meets their needs.

Professional Advisor Newsletters

Subscribe to our Newsletter using the form below to learn about Foundation activities, deadlines, new grantees, and the latest trends in philanthropy.