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Advisor FAQ
Do I need a password to use the Planned Giving Design Center (PGDC)?
Yes. To get a password for the PGDC, simply register. Click on the word Register at the extreme top left of the homepage of PGDC. Complete the short PGDC Registration form, which includes creating your password. Click on Submit at the bottom of the page and continue to follow the instructions, including verification of your email address. After you register, you may return as often as you like.
Who do I contact if I have a problem accessing the Planned Giving Design Center (PGDC)?
Call or email one of our Philanthropic Services Officers, Bridget Holt or Kris Theisen, at 419-241-5049 or Bridget@toledocf.org or Kris@toledocf.org.
What are the benefits to my clients of using the Toledo Community Foundation as opposed to giving directly to the organization(s) they wish to support?
The Toledo Community Foundation offers your clients numerous benefits, including the maximum charitable tax benefits available. When your clients give to their chosen organizations through the Toledo Community Foundation, the Foundation handles all of the grant paperwork – administration, record keeping and financial statements. We ensure that every nonprofit organization they support is qualified as a charitable recipient and offer the opportunity to our donors to review funding proposals prescreened by our staff to help make decisions on funding these proposals. The Foundation also provides numerous opportunities for donors to pool funds, work on common interests and support local organizations. The Foundation is also equipped to accept a wide variety of assets from cash to securities, to real estate and closely-held stock.
Can I receive CE credits through the Toledo Community Foundation?
Yes, the Toledo Community Foundation offers a continuing education seminar from which professionals can receive credit.
Can charitable funds established at the Toledo Community Foundation benefit areas other than Northwest Ohio and Southeast Michigan?
Our role is to help donors create funds that carry out their charitable goals, be that in Northwest Ohio and Southeast Michigan or elsewhere. Foundation donors have the ability to recommend grants to organizations across the world.
What is the minimum gift required to start a fund?
There is no minimum amount required to start a fund at the Toledo Community Foundation. However, grants cannot be made from a fund until it reaches $10,000 or, in the case of scholarship funds, $25,000.
What type of assets can my client use to start a fund?
The foundation offers a variety of ways for your clients to make donations to reach their philanthropic goals. Corporations and businesses are limited to gifts of cash, securities, closely-held stock, limited partnership interests and real estate. Individuals and families have even more options, including gifts of cash, securities, closely-held stock, limited partnership interests, bequests, life insurance policy, retirement fund accounts, real estate, tangible personal property, charitable remainder trust, or a charitable lead trust.
Click here to learn more about vehicles for giving.
What can I do to encourage my clients to be philanthropic?
Bring up the philanthropic question. Most of your clients are probably philanthropic already so helping them think through the role of philanthropy in their current financial and estate plans is a natural transition and is an important part of the overall planning process. For additional information, contact Bridget Holt or Kris Theisen at 419-241-5049, or Bridget@toledocf.org or Kris@toledocf.org.
What services can you offer that will make my job easier?
The Foundation's staff is trained to assist individuals and families think through their charitable goals. Toledo Community Foundation provides a wide range of philanthropic services that help to make your philanthropy meaningful. We would welcome the opportunity to meet with you and your clients to help them determine how to make an impact with their philanthropic dollars. We become part of your team, helping your clients with current and future philanthropic endeavors. In addition to meeting with clients, the Foundation provides a range of research services and help with customized calculations through the Planned Giving Design Center.
What are the tax advantages?
While tax considerations vary according to assets, generally your clients may deduct up to 50% of their adjusted gross income (AGI) for cash contributions, and up to 30% of their AGI for gifts of appreciated securities. Your client's tax situation should be viewed on an individual basis to determine the deductibility allowed for them. A fund at the Foundation is often a better alternative than a private foundation.
Can my clients' families be involved?
Yes. We encourage it. Philanthropy offers an opportunity to pass on the family's philanthropic traditions and family values. Creating a donor-advised fund with children as the successor advisors can be one of the most powerful and meaningful gifts a parent can make. The Philanthropic Services staff can work with your clients on the best ways to involve children and grandchildren in the joys of philanthropy through a fund at the Foundation.
What if my client wants to keep this private?
There is no better place. Your client may remain anonymous. We are not required to report his/her name to the public or through any reports required by the IRS.
What's that contact information again?
Bridget Holt or Kris Theisen
Philanthropic Services Officers
419-241-5049
Bridget@toledocf.org or Kris@toledocf.org.
Additional Questions
If you have additional questions about TCF processes or giving options, you may also want to consult the content covered in our Donor/Fund and Nonprofit FAQs.