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American Funds and Shasta Regional Community Foundation
Benefit your clients, your community and yourself…
American Funds has established a program that allows your clients to make a difference in the community while meeting their financial needs while allowing you to continue to earn commissions and service fees.
The Shasta Regional Community Foundation is proud to offer this program and to partner with the financial advisors in our region in building assets for our community.
How it works:
Benefits of Participating:
Maintain Your Client Relationship. You earn a commission on assets that are invested by the Community Foundation in American Funds. In addition, after assets are invested for 12 months, you will receive an annual service fee for as long as those assets remain invested in American Funds with you as the financial advisor on record. And, the commissions and service fees are paid directly from American Funds, so your client’s Fund balance is not impacted.
Raise your profile. Working with the Community Foundation can bring you into contact with local community leaders and may result in new business opportunities from individuals, families, small businesses and corporations in and around our community.
Increase your value to your clients. Help create a charitable giving plan that maximizes tax-saving benefits for your clients. This is a valuable additional component of the financial planning service you provide.
Help your community. By encouraging your clients to work with the Charitable Foundation, you will be helping the Community Foundation in its mission to strengthen our communities.