Professional Advisors
Welcome to the Capital Community Foundation. We look forward to working with you. We know that your clients deserve the best advice and unbiased information when incorporating charitable giving into an integrated approach to wealth management.
The CCF never replaces your role as professional advisor; We build partnerships that enhance your client's charitable giving.
Let us provide the charitable expertise to help your clients make rewarding charitable giving plans. Through a partnership between the CCF and you, we can help to provide the most good for both your client and the community.
Most large charitable gifts and planned gifts are made form a donor’s assets instead of their income. In your role as a professional advisor, you are generally going to be working with prospective donors who will be considering donations from their assets. Essentially, planned giving is a way to make part of their assets work “smarter” within their overall financial and estate plan.
The Capital Community Foundation may accept gifts in the following forms:
• Cash
• Publicly traded stock
• Closely held stock
• Real property
• Will and bequest assets
• Charitable lead trusts
• Charitable remainder trusts
• Life insurance policies
• IRA/Retirement plans
For more information, please see the “How Can CCF Help Professional Advisors?” on the right hand side of this page.
Why CCF? How is CCF different? How can CCF help Donors? How can CCF help Professional Advisors? What assets might a Donor give to CCF? How can I learn more about CCF?“Those who would administer wisely must, indeed, be wise, for one of the serious obstacles to the improvement of our race is indiscriminate charity.”