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 planning, 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 ambitions while providing white glove service.

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Information for Advisors

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Information for Advisors

FORGET “ONE-SIZE-FITS-ALL” PHILANTHROPY. LET’S FINE-TUNE A STRATEGY THAT FITS YOUR CLIENTS’ SITUATION AND GIVING GOALS.

Central Florida Foundation offers a variety of charitable instruments and provides expert guidance in a number of areas, including the following:

SALE OR DISPOSITION OF APPRECIATED STOCK

Clients who wish to use significant stock gains for charitable giving can avoid capital gains tax and receive a tax deduction on full market value by establishing a fund with us.

ESTABLISHING A
PRIVATE FOUNDATION

The Foundation can help you and your client analyze the pros and cons of creating a Signature Fund, a supporting organization or a private foundation.

INVESTING CLOSELY
HELD STOCK

For clients whose net worth is tied up in a closely held company, establishing a Signature Fund or planned gift is a smart way to give back to their community.

SALE OF
A BUSINESS

Our team can work with you to suggest several ways to structure a charitable gift to help your client reduce capital gains tax and maximize impact to the community.

GRANT-MAKING FOR
GREATER IMPACT

When a client is passionate about addressing a specific community need, our grant-making team will help you understand how they can give for greatest impact.

DISTRIBUTION OF SUBSTANTIAL IRA/401K ASSETS

Central Florida Foundation can help you and your client find the most beneficial asset distribution to minimize taxes and preserve charitable intent.

GET MORE WHEN YOU GIVE THROUGH CENTRAL FLORIDA FOUNDATION

CFF–SIGNATURE FUND COMMERCIAL GIFT FUND PRIVATE FOUNDATION
Minimum Contribution $25,000 $5K+ $10M+
Donate Complex Gifts
Highest Charitable Tax Deduction --
No Minimum Payout --
No Legal and Tax Setup Expenses --
No Annual Tax Filings and Returns Required --
No Excise Tax --
No Setup Costs --
Highly Personalized Service -- --
Knowledge of Community Issues and Impact-focused Initiatives -- --
Support for Your Strategic Grant-making -- --
Design and Guidance for Family Giving Plans -- --
Expense on Philanthropic Funds Fuels Community Change Instead of Filling Shareholder Pockets -- --

WHEN SHOULD YOU TALK TO YOUR CLIENT ABOUT CHARITABLE GIVING?

Even if your client has not expressed charitable intentions, bringing up philanthropy allows both of you to consider all options. When discussing year-end tax planning, selling a business, illiquid assets, closely held stock, estate preservation and/or retirement planning, make philanthropy part of the conversation. Central Florida Foundation is here to help you and your clients with even the most complex plans.

OUR FINANCES

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.

OUR FINANCES

ADDITIONAL RESOURCES

As a true partner to professional advisors, we offer a number of resources to help you help your clients leave a lasting legacy.

GENERUS: PHILANTHROPY POWERED BY FAMILY

ADVISOR’S PLANNED GIVING CHEAT SHEET

guide to end-of-year GIVING

MUTUAL FUND TRANSMITTAL FORM

STOCKS AND BONDS TRANSMITTAL FORM

PLANNED GIVING resources

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. We are indeed fortunate.

- Harold A. Ward, III, Winderweedle, Haines, Ward and Woodman, P.A.

LET’S TALK ABOUT YOUR CLIENT’S GIVING GOALS

NICOLE DONELSON
Vice President of Philanthropy
ndonelson@cffound.org