Advisor Resources
To help with issues related to charitable giving, MCF does the following:
- Consults with you, your clients, and your colleagues on ways MCF can help meet people's financial and charitable goals, both during their lifetimes and as part of their estate planning.
- Suggests strategies for discussing charitable giving with your clients.
- Provides documents on giving through MCF, including information on a variety of fund types, sample documents, and giving strategies. You may wish to share these with your clients.
- Publishes an e-newsletter with timely information on giving vehicles, tax updates, and other issues of importance to you and your clients.
- Serves as trustee of charitable remainder trusts and charitable lead trusts. We can also help individuals considering these vehicles to arrange for other trust administration services if they prefer to self-trustee or use a private trustee, such as a bank or trust company.
- Handles the transfer of appreciated securities and life insurance.
- Provides expertise on community issues and organizations addressing them.
- Advises about strategies that addresses the income tax implications of IRAs and other tax-deferred retirement plan assets.
- Offers free access to the Planned Giving Design Center's website, www.pgdc.com. Designed especially for professional advisors, it offers information about planned giving techniques and gift assets and related changes in the law. It can help you design plans that will accomplish your clients' financial, estate, and philanthropic planning objectives.
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MCF Advisor Connect
Advisor Connect is an e-newsletter for anyone with clients interested in charitable giving.
Sign up for MCF Advisor Connect.
Compare Charitable Options
There are many charitable options available to your clients. Find out more about the advantages of MCF's funds.
Go to Comparing Charitable Options.
