For advisers
One question can change what a client leaves behind.
Attorneys, CPAs, and financial planners sit at the table when wealth changes hands. Research is consistent: most clients would consider a charitable gift — if someone asked. This initiative gives you the data and the language to ask well.
01
Start with the county data
Each foundation's Transfer of Wealth report breaks the projection down by county — a concrete, local number that turns an abstract idea into 'here's what's moving through families like yours.' Open the report for your client's county and the conversation starts itself.
02
Simple language, real vehicles
Bequests, IRA and life-insurance beneficiary designations, charitable remainder trusts, gifts of grain or farmland — community foundations handle them all, and provide sample bequest language your office can drop into a draft today.
03
Tax-wise for your client
Gifts of appreciated assets avoid capital gains; IRA designations avoid income tax that heirs would pay; estate gifts reduce taxable estates. A 5% charitable share often costs the family far less than 5%.
04
A local partner, not a competitor
The community foundation works alongside you and your client — you keep the relationship and the assets under management until the gift matures. Foundation staff are a phone call away for fund agreements and gift acceptance.
Connect a client with their local foundation
Enter your ZIP code to connect with the community foundation serving your area.