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When to consider the Community Foundation for your client

The Community Foundation of North Florida can be a helpful resource for you and your clients in a variety of situations. The Foundation can serve any legitimate charitable objective for any kind of donor.

The following are examples of situations where the Community Foundation can help:

  • When your client is philanthropic and wishes to stay connected to their gifts, family and favorite charities.
  • When your client is selling an appreciated asset such as stock or real estate and desires to avoid paying a capital gains tax on the appreciation and benefit a charity or charities
  • When your client is considering establishing a private family foundation to create a lasting legacy and fulfill philanthropic visions but is concerned about the cost and administrative complexity
  • When your client has a private foundation but is tired of the expense or complexity of managing their own foundation
  • When your client is an individual or couple with no children, with independent children or with a desire to pass only a portion of their estate to their children
  • When your client has a particularly profitable year and desires to fund future charitable giving with a current income tax deduction
  • When your client is selling a closely held business or is in the process of developing a business succession plan
  • When your client is considering a permanent memorial in honor of someone special
  • When your client is creating a Charitable Remainder Trust or Charitable Lead Trust, and has not finalized the nonprofit beneficiary
  • When your client has an existing relationship with a particular nonprofit organization, church or charitable cause and may be interested in creating a charitable fund to support that organization or cause
  • At year end, when your client's existing private foundation must meet their annual payout requirements

Listening for charitable opportunities:

  • Year end tax planning
  • Sale of a business
  • Birth of a child or grandchild
  • Sale of real estate
  • Retirement
  • Preserving an estate
  • Honoring a loved one