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By partnering with the Marin Community Foundation, professional advisors of many kinds—estate planners, attorneys, accountants, and others—can help their clients fulfill their financial and charitable goals.
Here are just a few of the ways MCF does this:
- We work as your partner. You stay in control of your client relationships—we’re here to help you provide a full range of services to your clients.
- We are experts on charitable giving. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients’ particular needs.
- We are experts about our community, so we can help your clients be as effective as possible in their giving.
- We help you connect across generations. When you help families establish an advised fund with us, you and they can stay involved for generations.
- We help your clients donate a variety of assets, including cash, appreciated securities, and real estate. These can be assets they give now or later, as part of their estate plans.
- You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients increase their current income, increase their heirs’ inheritance, leave a legacy in the community, and teach their children about philanthropy.
- As a public charity, we offer maximum federal and state tax benefits. And starting a fund at a community foundation is significantly less expensive—and easier—than starting a private foundation.
For more information about how MCF can partner with you to serve your clients, send us an e-mail or call Aviva Shiff Boedecker, director of gift planning, at 415.464.2516. You may also want to request a copy of You Have a Partner: An Introduction to the Marin Community Foundation for Professional Advisors. This guide provides an overview of the many ways we work with advisors to help them meet their clients' charitable needs.
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