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Professional Advisor Information

Is giving though our Community Foundation right for your clients?

We are here to assist you and your clients in making charitable donations that will benefit the community now and in the future. Here are eight questions to help determine if your clients could benefit from knowing more about our Community Foundation.

1. Do I have clients who care deeply about their local community?
2. Do they give to more than one charitable cause?
3. Are they interested in creating a personal or family legacy in their community?
4. Would they like to stay personally involved in the use of their gift dollars?
5. Do they want to receive maximum tax benefit for their charitable contributions?
6. Are they considering the creation of a private foundation, but interested in exploring other options?
7. Do they place a priority on sound financial management of their contributions?
8. Could they benefit from a charitable gift annuity when they could obtain income for life from an appreciated asset?

If you answered yes to any of these questions, your clients would benefit from knowing more about the Middlesex County Community Foundation. Call us to discuss your clients' particular interests so that we can explore the best options to assure their intents will be met.