How we can help you work with your clients.
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, we can help your clients give to the issues they care about most while taking advantage of federal and state tax benefits. We also help integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.
While some donors understand fully the causes they want to support, others look to us for guidance in determining where community needs are greatest. We are always available to answer questions and to help donors make informed giving decisions.
We work through you.
You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs.
We partner with you.
We provide support, information, and expertise around charitable giving options; think of us as your own planned giving center.
We help you build stronger relationships.
Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with the Rochester Area Foundation.
We help you connect across generations.
When you help families establish an advised fund at the Foundation, you begin an ongoing process of involvement with current and future generations.
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