Working with Professional Advisors

Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma:

You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations. That’s where we fit in. As a community foundation representing the entire region, we are a vehicle your clients can use to address the issues they care about most. At the same time, they will gain the maximum tax benefit under state and federal law.

Why work with The Community Foundation of the Dan River Region?

Four Approaches to Giving
Sample Bequest Language For Attorneys

 

IRA Charitable Rollover Q&A

IRA Rollover Request Letter

IRA Tools For Giving Handout

IRA Charitable Rollover PowerPoint