ADDRESSING YOUR CLIENTS’ PHILANTHROPIC NEEDS
Many Catholics hunger to experience the joy of philanthropy — and are looking to do so in ways that make financial sense now and into the future. When you refer Catholic clients to the Catholic Community Foundation, you’re not only helping them achieve their charitable goals and dreams but also increasing your value as a trusted advisor.
We offer a wide range of tax-advantaged giving options that make it easy for your clients to give according to their faith and ensure their wishes are honored not just during their lifetimes, but forever. Through their demonstrations of faith and generosity, donors often hope to inspire the next generation of philanthropists.
High net worth individuals feel that a discussion of philanthropy should occur within the first several meetings with their financial advisor
Financial advisors who wait for their clients to raise the topic
Source: The U.S. Trust study of the Philanthropic Conversation
You don’t have to accept us on faith
We operate professionally and transparently. CCF holds $276 million in assets and manages some of the most sophisticated financial transactions in the charitable realm.
If you’re working with a client who would like to make a difference for our Catholic community as part of an estate plan, please contact Richard Olson, J.D., Vice President of Development & Donor Engagement at 651-389-0874 or by email at email@example.com
Introduce Your Client to The Legacy Society
The Legacy Society gives donors a joyful way to share their passion for philanthropy with like-minded members of their faith community.
Donors who have named the Foundation, or a fund managed by the CCF, as a beneficiary of their will, trust, annuity, life insurance policy, and/or retirement assets are all invited to join The Legacy Society. Members are honored with an annual luncheon and more.
Please encourage your clients to contact:
Charitable Giving Scenarios
GiftCalc, powered by PGCalc, allows you to run customized scenarios to see which planned giving options are best for your client. Click on the GiftCalc button below to get started.