Connect Clients to the Community Foundation

Through the partnerships we enjoy with our area’s professional advisors—attorneys, financial planners, wealth mangers—and the volunteers who serve on our Professional Advisors Council, we work with donors to help them plan ahead and positively impact nonprofit organizations and issues they care about beyond their lifetime.

Common Charitable Gift Planning Scenarios

Your clients want to start a private foundation

Do they believe that a private foundation is their only option for long-term involvement with the assets they set aside for charitable purposes? The Community Foundation can outline ways that your clients can stay engaged in giving, while avoiding the administrative burden of private foundation management.

Your clients already have a private foundation

There are several benefits in converting a private foundation to a donor advised fund at the Community Foundation of Collier County. We can help you clients understand the benefits of a donor advised fund and compare the donor advised fund to a private foundation.

Common Charitable Gift Planning Questions

What type of fund is right for your clients?

There are many types of funds to choose from. Each allows your clients to remain involved in grantmaking, if they wish. Their intent, name and pattern of charitable giving can be maintained—in perpetuity.

What type of gift works best or your client now and in the future?

Your clients have the freedom to give outright gifts – cash, stock, closely-held securities, real estate, or personal property and receive maximum tax benefits—all while helping the community now and forever. They can also make gifts through life insurance policies, charitable remainder trusts and charitable gift annuities while gaining tax and financial benefits.

When your clients ask how to start a foundation, we want to be the partner who can help you meet those needs.