Enhance Your Client Services with the DCF
“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
For more information, contact Joan Hoge-North, vice president for philanthropy, 302.504.5224.