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Charitable Partners Program

Enhance Your Client Services with the DCF

Kit and DeVon Daniels

“The DCF has been a valuable resource to our firm and to our clients. Knowing that we’re both Delaware-based and focused locally, we certainly look forward to that continued partnership.” – Kit and DeVon Daniels, Daniels + Tansey, LLP

Let the DCF help your philanthropic clients, and continue to manage and earn fees on assets your clients donate.

When your clients’ financial goals include philanthropy, the Delaware Community Foundation can help you make their charitable giving simple, joyful and powerful – without reducing the assets you manage.

Through the DCF’s Charitable Partners Program, you continue to manage client relationships and assets while the DCF becomes the charitable arm of your professional team, providing:

  • Community knowledge and relationships to help your clients achieve their charitable goals, and
  • Expertise in tax-advantaged philanthropic giving vehicles.

From donor advised funds to charitable remainder trusts, we know philanthropy – and we know how to help your clients make the charitable impact to which they aspire.

How the Charitable Partners Program Works

Apply Online

For more information, contact Joan Hoge-North, vice president for philanthropy, 302.504.5224.

DCF Charitable Partners

Paul L. Bechly, Financial Advisor, Morgan Stanley

Daniels & Tansey

Brian Davis, Financial Advisor, Morgan Stanley

Garrett Hadley, Financial Advisor, Morgan Stanley

Charles Mitchell, Financial Advisor, Morgan Stanley

Duene Oaks, SEI

Robert Pennartz, The Financial House

Peni Warren, Merrill Lynch

The Hart Group/Jennifer Wick, Merrill Lynch

Charitable Partner Benefits

Benefits to You

• Continue to manage and earn fees on assets your clients donate to the DCF.
• Maintain strong client relationships.
• Add philanthropic advice to your offering.
• Get help facilitating donations of non-cash assets, bequests and other complex gifts.
• Ensure your clients’ charitable giving aligns with their other financial goals.

Benefits to Your Clients

• Immediate tax advantages.
• Highly personalized service from people who are passionate about Delaware.
• Access to expertise and relationships to maximize the impact of their charitable giving in Delaware and around the world.
• A place in our community of givers, including opportunities to learn about community needs and how to help improve the lives of others.
• Continue to benefit from your trusted advice.

IS DCF RIGHT FOR YOUR CLIENTS?

Do you have clients who:

– Care deeply about local and/or global charitable causes?

– Give to more than one cause?

– Are interested in creating a personal or family legacy?

– Are considering creating a private foundation, but concerned about cost and administrative complexity?

– Would like to stay involved in the use of their gift dollars?

– Want maximum tax benefits for charitable contributions?

– Place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, the DCF may be right for your clients. For more information, please contact Joan Hoge-North,  302.504.5224.

 

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