The Community Foundation of Cleveland and Bradley County strives to help donors realize their philanthropic dreams and leave a lasting philanthropic legacy. Like you, we focus on the donor’s goals and look for ways to make sure a donor’s intent is followed to the greatest extent legally possible.
Here are a few resources you may find helpful in explaining to your client how the Foundation can help accomplish their charitable goals. For further detail, please contact lgeren@cfcbc.org. She will be happy to meet with you and/or your client at your convenience.
- Planning a bequest to establish a fund? Check out our sample language for bequests for different types of funds. Please also contact lgeren@cfcbc.org so we may work with you and your client to prepare a fund agreement that will guide The Foundation on the fund’s administration after we receive the testamentary gift.
- Attention Professional Investment Advisors! If your client is considering creating a fund of $250,000 or more, you may be interested in our Investment Alliance Program. For more information contact contact us.
- Continuing Education. The Community Foundation hosts a Professional Advisor seminar each year that qualifies for continuing education credit for attorneys and CPAs. This year the seminar is schedule for November 2, 2017 at Lee University. Speakers and topics include:
- Charitable Planning for NonCash Giving: Case-Based Approach to Planning for Illiquid Asset Donations
Dr. Ingrid Hart – Hart Accounting and Professional Services, PLLC - Charitable Giving: From the Simple to the Sophisticated
Tom McCormick and Nicole Jeppesen – LBMC - Helping Families Prepare for the Transfer of Wealth
Betsy Brown – Pendleton Square Trust - M&A Considerations for Closely Held Businesses
Tyler Hand – Miller and Martin
- Charitable Planning for NonCash Giving: Case-Based Approach to Planning for Illiquid Asset Donations
For additional information or to register.
Contact Lisa Geren with questions.