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Working with a community foundation gives you and your client maximum flexibility:
- We can accept a variety of assets including cash, securities, closely held stock or real estate.
- We can set up a variety of funds, including Donor Advised Funds, which allow your client to be actively involved in grantmaking during his or her lifetime, Scholarship Funds, or Field of Interest Funds, which may or may not have beneficiary restrictions.
- We can structure a variety of life income gifts such as Charitable Remainder Trusts and Charitable Gift Annuities.
- We also have experience with Charitable Lead Trusts and Retained Life Estates.
- We offer donors the permanence of endowment and/or the opportunity to distribute up to the entire balance of a Donor Advised Fund.
We offer planned giving solutions that can help you advise your clients in these situations:
- A client who is selling a business.
- An executive who is preparing for retirement.
- A client with a portfolio of appreciated assets that needs to be liquidated.
- A charitably minded individual who wants to find the most tax advantageous, simplest and/or most flexible way to make a charitable gift.
For more information on how The Saint Paul Foundation can help you with charitable planning information for your clients, contact our gift planning staff. |
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