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
Central Florida Foundation offers a variety of charitable instruments and provides expert guidance in a number of areas, including the following:
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.
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.
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.
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.
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.
Central Florida Foundation can help you and your client find the most beneficial asset distribution to minimize taxes and preserve charitable intent.
| 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 | -- | -- |
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.
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.
STOCKS AND BONDS TRANSMITTAL FORM
GENERUS: PHILANTHROPY POWERED BY FAMILY
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.
NICOLE DONELSON
Vice President of Philanthropy
ndonelson@cffound.org
800 North Magnolia Avenue, Suite 1200
Orlando, FL 32803
p. 407.872.3050 | f. 407.425.2990
© 2021 Central Florida Foundation