Explore the information in this section to look at these charitable giving options. Feel free to print any of these materials for discussions with your client.
We welcome the opportunity to consult with you and any clients who would like to discuss the advantages and disadvantages of each approach. Our desire is to help you find the solution that works best for your client.
Private Foundation vs Fund at the Community Foundation
The downloadable chart provides a detailed look at the differences between a private foundation and a community foundation. The first section compares the two options as charitable giving vehicles. The second section looks at these options from an investment standpoint.
Feel free to share this information with your clients as they explore all their giving options. Or call us in for further consultation, if you wish.