Planned Giving

Help Clients Plan Their Charitable Giving

Many of our professional advisors’ clients may already be donating regularly to the organizations and programs they care about. By partnering with the Community Foundation, advisors can make it easier for their clients to give effectively and receive significant tax benefits.

From the client who wants to make an immediate philanthropic impact to the couple hoping to leave a legacy, to the family with a complicated tax situation, the Community Foundation has a team of philanthropic professionals to help your client start a fund that will meet their charitable giving goals both now and into the future.

Grandparents with granddaughter using tablet at home

What to Give

At the Collier Community Foundation™, we understand that each client’s needs are unique. Whether your client is interested in supporting a single charity or a variety of nonprofit organizations, our experienced team of professional advisors can talk with clients about the types of funds they can establish. For clients evaluating the differences between creating a donor-advised fund and establishing a private foundation, our comparison of donor-advised funds v. private foundations can aid in decision-making.

How to Give

Our goal is to help your clients make charitable giving both efficient and effective. We work with our donors and their professional advisors to facilitate contributions in many forms. Whether your client is interested in making a charitable gift now or leaving a legacy through a bequest, our team can assist with traditional gifts of cash and marketable securities, and life insurance or more complex gifts involving private or closely-held stock, charitable trusts and annuities, and more. If you have a client who is considering an unusual gift, contact us and we will discuss options with you.

Fund Fees

When your client gives through a fund at the Collier Community Foundation™, our low administrative and investment fees help ensure the maximum amount of their gift is directed to the charitable organizations most important to them. In fact, when your clients establish charitable funds at the Collier Community Foundation™, they pay no set-up fees, at all. For complete details, please Julie Van Tongeren at [email protected]

learn more

To learn more, please contact:

Julie Van Tongeren
VP of Development
[email protected]