Partnering With Us
As a professional advisor, you are in a unique position to help your clients achieve their goals and dreams and at the same time help the community to expand its philanthropic resources.
By partnering with the Central Susquehanna Community Foundation, professional advisors of many kinds, estate planners, attorneys, accountants, and others & can help their clients fulfill their financial and charitable goals in the most effective and creative ways.
Following are just some of the reasons you may choose to partner with us:
We offer advice at no cost. We’re here to help you provide a full range of philanthropic services to your clients. You continue to stay in the loop with your client relationship.
We are experts on charitable giving. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your client’s particular needs.
We are experts about our community, so we can help your clients be as effective as possible in their giving.
We help you connect across generations. When you help families establish an advised fund with us, you and they can stay involved for generations.
We help your clients donate a variety of assets, including cash, appreciated securities, and real estate. These can be assets they give now or later as part of their estate plans.
You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients increase their current income, increase their heir’s inheritance, leave a legacy in the community, and teach their children about philanthropy.
As a public charity, we offer maximum federal and state tax benefits. And starting a fund at a community foundation is significantly less expensive and easier than starting a private foundation. We are free of many administrative costs and restrictions placed on private foundations. We also pay no excise taxes and have no annual minimum payout requirements. Donors with funds in a community foundation submit no separate tax filings.
Learn more about how the CSCF can partner with you to serve your clients
by visiting the links below:
- Bequest Language
- Planned Giving Design Center
- Tools for Giving Later
- Investment, Spending and Gift Acceptance Policy Overview
For more information contact Holly Morrison, CEO, at 570-752-3930 or by e-mail at email@example.com.