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How Can I Recommend Charity without Recommending a Charity?
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
Fortunately, there's a simple solution. It's the Shasta Regional Community Foundation, your local community foundation. The Foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. We offer a variety of giving options - including the ability to set up a Donor Advised Fund in your client's name. It's just one way we can help you help your clients achieve their charitable goals.
Helping You Help Your Clients There's so much more we'd like you to know.
The Shasta Regional Community Foundation website is intended to provide accurate and authoritative information about opportunities and services available through the Foundation. This information is provided with the understanding that neither the authors nor the Shasta Regional Community Foundation is engaged in rendering legal, accounting, tax, investment, or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
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