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Toledo Community Foundation

Professional Advisors

As a professional advisor, you probably have clients who are interested in charitable giving. At Toledo Community Foundation, we are committed to helping you help your clients to achieve their philanthropic goals. Many of your clients may already be donating regularly to the organizations and programs they care about, both locally and nationally. By partnering with Toledo Community Foundation, you can make it easier for your clients to give effectively, while helping them receive tax benefits they may not realize on their own.

From time to time we host and/or co-host professional advisor seminars and workshops on a variety of topics related to tax and gift planning, discussing charitable giving with your clients, the best giving vehicles to use when creating a philanthropic fund and other philanthropic techniques. Oftentimes these seminars and workshops offer continuing education units in a variety of disciplines.

Here are just a few of the ways Toledo Community Foundation can help you:

  • We work as your partner. You stay in control of your client relationships - we're here to help you provide a full range of services to your clients.
  • We are experts on charitable giving. Whether it's setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients' particular needs.
  • We are experts about our community. We can help your clients be as effective as possible in their giving.
  • We offer the opportunity to recommend charitable giving to your clients without recommending a specific charity. By working through us, your clients can support a wide range of charities locally, nationally and internationally.
  • We help you connect across generations. When you help families establish an advised fund with us, you and they can stay involved for generations.
  • We help your clients who may donate a variety of assets. These might include cash, appreciated securities and real estate. These can be assets they give now or later as part of their estate plans.
  • You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients increase their current income, increase their beneficiaries' inheritance, leave a legacy in the community, and teach their children about philanthropy.
  • As a public charity, we offer maximum federal and state tax benefits. And starting a fund at a community foundation is significantly less expensive - and easier - than starting a private foundation.

Toledo Community Foundation provides accurate and timely information on philanthropic techniques and issues, so you can better serve your clients. Our staff can provide printed materials and/or custom presentations or you can download various informational brochures, including a general information brochure, a brochure directed to Individuals and Families, a brochure for Corporations and Businesses, or a specific brochure on Business Succession Planning from our Home Page under "About TCF," "Marketing Brochures."

Still unsure of the important role a TCF Philanthropic Advisor can play on your team?   Here are six reasons to team up with us.

 

 


If you would like more information on the charitable giving options available through the Foundation, contact a member of our Philanthropic Services Department: email Bridget Brell Holt or Mike George, or call 419.241.5049.

 

Contact Us

300 Madison Avenue
Suite 1300
Toledo, OH 43604
P     419.241.5049

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