How do you invite a conversation about their philanthropic dreams with your clients?

Ask your client what role philanthropy might play in your client’s estate plans.

Have they thought of what kind of personal legacy they would like to leave?  For those who wish to leave a gift that can benefit generations to come, then introducing your client to the Texas Forest Country Community Foundation as your partner in philanthropic giving is the logical next step. TFCCF offers convenience, discretion and flexibility for your clients.

LEAVING A LEGACY

You are aware of significant tax advantages your client can achieve by including a charitable provision in his or her estate plan. Your client’s bequest can create a fund that will contribute forever to causes that are important to them. The Texas Forest Country Community Foundation can help your clients identify their charitable goals now and help you maximize the tax benefits of the bequest.

YEAR-END TAX PLANNING

Your client just had a liquidity event or earned a large bonus. He or she wants to give back to the community but doesn’t have time at year’s end to decide how to maximize their giving impact. You can recommend establishing a Donor-Advised Fund at the Texas Forest Country Community Foundation, which would allow your client to realize an immediate tax deduction and have the opportunity to seek advice regarding the most effective use of his charitable assets.

GIFTS OF HIGHLY APPRECIATED STOCK

Your client has highly appreciated stock and is willing to consider a charitable gift. He or she may realize a tax deduction for the full market value, while avoiding the capital gains tax that would otherwise arise from the sale of the stock.

RETIRING IN COMFORT

Your client finds he or she does not have sufficient income from the assets he or she has accumulated. The Texas Forest Country Community Foundation can show you how a charitable gift annuity or a charitable remainder trust can help your client achieve their charitable objectives while meeting income goals. The charitable portion of their gift can be directed to the client’s favorite charity.

SUBSTANTIAL IRA/401(K) ASSETS

Your client has a retirement program asset. The Texas forest Country Community Foundation can help you and your client evaluate the most beneficial asset distribution to minimize taxes, thereby giving more to his or her heirs and still achieving significant charitable objectives. For example, it is usually more tax advantageous for a donor to give retirement assets to charity and other assets to their heirs.

We can help with:

• Donor-Advised Funds
• Knowledge of local charitable giving opportunities
• Bequests
• Endowments
• Year-end tax planning
• Gifts of highly appreciated stock
• Substantial retirement fund assets
• Leaving a legacy
• Family foundation alternative
• Memorializing a loved one

Let us help you protect and extend your clients’ assets throughout their lifetime, and make sure their charitable distributions are made according to their wishes.