Gain Expertise in Charitable Giving
Instantly.
You can be an estate planner, attorney, accountant or other professional advisor and an expert in charitable giving-all it takes is a call to The Community Foundation of Elmira-Corning and the Finger Lakes. Working in partnership, we can provide the expertise and resources you need to help your clients fulfill their financial and charitable goals, while you stay in control of your client relationships. Also, there's never any fee or obligation for our services:
Consultation. We can meet with you, your clients, and your colleagues to discuss the ways the Community Foundation can help meet the financial and charitable goals of your clients.
Materials. We have a wealth of printed materials on giving through Community Foundation, including information on a variety of fund types, sample documents, and giving strategies.
Strategies. We can help you prepare for discussions about charitable giving with your clients.
Assistance. We can handle the transfer of appreciated securities and life insurance.
Access. We give you free access to the Planned Giving Design Center's website at www.pgdc.com. Designed especially for professional advisors, it offers information about planned giving techniques and gift assets and related changes in the law, and can help you design plans that will accomplish your clients' financial, estate, and philanthropic planning objectives.
Let us know how The Community Foundation can help you serve your clients. Contact our president, Randi Hewit, at (607) 734-6412, or by e-mail.
