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For Professional
Advisors
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How We Can Help |
For more than 20
years, the Delaware Community Foundation has worked with professional
advisors in every venue to help their clients with their charitable
planning. A charitable fund at the
DCF
provides your clients with an easy and flexible means to accomplish
their charitable objectives. It’s a simple way for them to make a
difference, and leave a lasting legacy in our community.
We help your clients achieve superior tax benefits
Since the IRS considers us a public charity, contributions are eligible
for the highest available tax deductions. In most cases, these tax
benefits outweigh using their assets to establish their own private
foundation.
We make set-up and administration easy
Establishing a fund can be done in less time than it takes to open a
bank account. We take care of all the administrative and grantmaking
activities, eliminating the need for your clients to set up a separate
institution, formulate policies, file innumerable forms and monitor the
status of grant recipients. We save them precious time and money.
We take good care of their funds
The Board of Directors, volunteers and staff of the Delaware
Community Foundation are dedicated to providing lasting stewardship to
the charitable funds entrusted to our care. We are here to nurture these
funds and administer them in a cost-effective way to guarantee that
investments in our community will provide the maximum benefit to the
people of Delaware.
We share your clients’ interests
We are here to help your clients become connected to the issues that
are most important to them. Their charitable interests and priorities
are important to us because committed, caring citizens are so important
to our community’s well-being.
We care about the community and its future
We are committed to providing a lasting source of income to meet the
long-term needs of the community. We will make certain that the fund
your client creates at the Delaware Community Foundation today addresses
the challenges of tomorrow, in addition to focusing on current needs.
We are a
community-focused partner that enhances your practice
The Foundation benefits from the strongest possible relationship between
you and your client, so the Foundation will never eclipse your role, but
rather enhance it. We can work entirely in the background or we can
attend every meeting with you. It’s your choice.
We can provide
presentations and seminars at your request with the latest information
on charitable giving strategies and laws. We also offer GiftLaw Pro, a
24-hour web service that provides a up-to-date information on federal
charitable tax law geared for the professional advisor. And in the very
near future, the DCF will launch an interactive website that will
provide you with online tools to help you help your clients make
well-informed decisions about their planned giving. Our work with
attorneys, accountants, and insurance and financial service
professionals, is advised by our 20-member Planned Giving and
Professional Advisory Council.
We welcome the opportunity to work with you to find the giving vehicle
that best meets your clients' needs. For printed materials or a custom
presentation, For printed materials or a custom presentation, please
contact Mary B. Hopkins, JD, Vice President for Gift Planning by calling
302.504.5224 or email
mhopkins@delcf.org. |