You play a key role in supporting local philanthropy and serve as an invaluable partner to your clients and the community. Here at The Lake County Community Foundation, we are honored to work with the many attorneys, accountants, and financial advisors who are committed to helping clients achieve their philanthropic goals.
Going Beyond the Portfolio
Incorporating charitable planning is part of a holistic approach to financial planning and a way to distinguish yourself from other financial planners. Additionally, according to a recently released RIA Benchmarking Study, advisors offering charitable planning had significantly greater assets, organic growth and new money.
In an era where clients have a greater level of awareness of their charitable giving options than ever before, clients want to go deeper than discussing tax implications and building a diverse portfolio. They want to talk about fulfilling their life goals, passing on values to their children, and their life passions. They want to discuss involving the next generation in philanthropy and how to leave a lasting legacy in their community.
That's where The Lake County Community Foundation comes in. Think of us as a trusted partner and resource on charitable giving to help you build stronger relationships with your clients.
Why Partner With Us?
Strategic Giving Vehicles - As a community foundation, we offer a variety of charitable giving solutions to accomplish your client's charitable goals while minimizing tax burdens. We hold donor advised funds, corporate advised funds, designated funds, endowments and more.
Tax Advantages - As a public charity, the Foundation offers maximum tax advantages for most gifts under federal law.
Professional Asset Management - Philanthropic assets are overseen by our professional investment managers at William Blair, and your client's fund benefits from a diverse portfolio pooled with other funds.
Legacy Planning - We work with you and your client to structure a giving plan that meets their unique personal, financial and philanthropic goals. Our experienced gift planning staff can explain the benefits and provide sample gift calculations in confidence.
Tools, Resources & Knowledge - We provide support, information and expertise on charitable giving while letting you remain your clients' trusted advisor.
Contact Wendy, Director of Donor Services & Operations, at 847-377-0520 x23, [email protected] to learn more.