As a professional advisor, you’re always working to honor the interests of your clients while safeguarding their investments. For clients who wish to make a difference in their community, from traditional giving to more complex legacy giving, Central Florida Foundation can work alongside you to help them develop a strategy that yields true, meaningful impact. As our region’s community foundation, we know the individuals, nonprofits and initiatives that address community issues in Central Florida. We will work with you and your clients to identify the right direction for their philanthropic goals.
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Information for Advisors
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Information for Advisors
Central Florida Foundation is our region’s community foundation. We’re a team of charitable giving experts that can help empower you with the information and materials you need in order to offer your clients more. From ensuring the best possible tax deduction and providing a variety of giving structures to useful presentations and print-ready client handouts, partnering with us is like having a philanthropic team on your team.
Interested in an introductory call to learn more? Connect with Nicole Donelson, our Vice President of Philanthropic Strategies and Partnerships and a Chartered Advisor in Philanthropy® today.
Nicole Donelson, CAP®
Vice President of Philanthropic Strategies and Partnerships
ndonelson@cffound.org
Our personalized Signature Fund is a simple, flexible and efficient tool for your client’s giving.
Our Forever Fund option is a sustainable, reliable way to support a cause you client care about for generations to come.
If your client is 70½ or older, an IRA Rollover Fund offers a way to lower income and taxes from their IRA.
Donor-advised funds and private foundations are two popular go-to solutions for philanthropic clients – but which suits your client more?
Learn the basics in this quick read.
Community foundations:
✔ are tax-exempt public charities recognized by the IRS.
✔ support a specific geographic region.
✔ manage charitable funds established by individuals, families and organizations.
✔ work to solve complex issues within its defined geographic region.
Central Florida Foundation is our region’s community foundation.
One benefit of working with us is that we accept a wide range of assets, including:
✔ cash
✔ appreciated securities
✔ real estate
✔ life insurance
✔ IRAs and other qualified retirement plans and funds
✔ partnership interests
✔ bequests and trusts
✔ converting a private foundation
Our charitable giving team is here to talk through complex strategies to create the best possible outcome for your client.
There are many benefits to working with a community foundation instead of a large financial institution.
I have found the Central Florida Foundation to be a very important resource for our community, and I recommend its services to clients and colleagues without reservation. It serves donors, charities, their advisors and the community at large with its Impact Funds, Signature Funds, its database of information about local nonprofits and its cutting edge technical advice for philanthropists.
- Harold A. Ward, III | Winderweedle, Haines, Ward and Woodman, P.A.
At Central Florida Foundation, we measure our success through the growth of the charitable assets we hold and the impact of the grants we make. Review our financial statements and investment summary with your clients for an overview of the Foundation’s stewardship of the charitable legacy of our generous community philanthropists.
As a true partner to professional advisors, we offer a number of resources to help you help your clients leave a lasting legacy.
800 North Magnolia Avenue, Suite 1700
Orlando, FL 32803
p. 407.872.3050
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