Advisor FAQs

As a professional advisor, you are in a unique position not only to serve the charitable needs of your clients, but also to dramatically improve the quality of life in Howard, Clinton, and Carroll Counties.

You can help your clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities arise when clients are making major business, personal, and financial decisions. Our Team can work with you and your clients to recommend the best charitable solution.

• What are your personal motivations for charitable giving?

• What are your charitable interests in the community?

• What are your priorities?

• What level of involvement do you want to have in identifying charitable uses for your gift?

• Strategic giving - could involve timing a gift/tax deductibility, etc.

• Sale of disposition of highly appreciated stock

• Sale of a business

• Retiring in comfort

• Life Insurance policies that are no longer needed

• Alternatives to establishing a private foundation

• Closely-held stock

• Change in marital and/or family status

• Inheritance of money, real estate, and/or valuable assets

• Windfall of money - settlements, large commissions/bonuses, lottery

• Client's desire to 'Leave a Legacy'

• What type of giving vehicle best fits your financial situation and tax status?

We offer personalized service that helps individuals, families, businesses, and nonprofit agencies achieve their charitable and financial goals. The tools and resources we provide make giving easy, flexible, and effective. We also offer an in-depth understanding of the community's challenges and opportunities, as well as the groups and individuals addressing them.

We offer many valuable services, among them:

• Counseling on giving instruments and funding options

• Illustrating, projecting, drafting or reviewing necessary documents

• Developing strategic giving plans for your clients and their families

• Provide information and guidance on the communities' charitable needs and opportunities