Ensure client legacies leave the places they love better, forever.

As a financial advisor, you are often in a trusted position to help clients consider not only what they will pass on to family, but also what they hope their resources will mean for the place they call home. Many clients welcome the opportunity to include charitable giving in their plans when the conversation is raised. Local Transfer of Wealth information can make that discussion concrete, showing the significant resources expected to move through families in our region and the opportunity for even a small portion to strengthen the community.

A community foundation can help turn a client's charitable intentions into a clear, practical plan. Bequests, beneficiary designations for retirement accounts or life insurance, gifts of appreciated stock or farmland, and other planned gifts can establish a permanent charitable fund. Rather than being spent once, the fund is invested and provides grants for local needs year after year, carrying out the client's wishes far into the future. The foundation works alongside you and your client by providing gift options, fund agreements, and long-term stewardship. You can help clients create a meaningful local legacy.