The Gainesville Community Foundation helps people connect to the causes they care about most. When your clients give through their community foundation, they . . .
Receive personalized service. We can help integrate charitable giving within estate and financial plans, establish Donor Advised Funds named for your clients, facilitate anonymous giving, and assist with even the most complex gift instruments.
Gain local expertise. Our staff catalogs information about many areas of community need – including human services, education, environment, healthcare, arts, and economic development. We can help your clients learn more about local agencies and programs that make a difference in the areas they care about most.
Enjoy flexible options. The Foundation is a flexible vehicle for charitable giving. We accept all types of assets including cash, securities, real estate, life insurance proceeds, retirement benefits, bequests under a will, charitable trusts, and much more. And, offer many types of funds to assist your clients in meeting their objectives including donor advised funds, donor designated funds, scholarship funds, memorial funds, field of interest funds, agency endowment funds, unrestricted funds and other types of funds.
Benefit from economies of scale. Because we pool community charitable assets for investment and administration, your clients benefit from low investment and administrative costs. The pooling of funds also allows for greater diversification of investments and gives smaller charitable funds the opportunity to participate in investments that require larger minimums.
Finance Committee:
- Richard White, White & Crouch, P.A. Chair
- Tony Kenzior, Florida Wealth Advisors, LLC
- Perry McGriff, State Farm Insurance
- Wes Marston, Attorney
- Michael Tillman, Tillman Hartley, LLC
Comments
Post a comment