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 ambitions.

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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 donor advised fund like our 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 donor advised fund like our 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.

THE IMPACT YOUR CLIENT WANTS TO MAKE, THE RIGHT FUND TO MAKE IT HAPPEN.

For your clients’ philanthropic mission, how they give is just as important as how much. Whether they wish to support organizations or contribute to solving one of our community’s biggest problems, we’ll work with you and your client to establish the right fund for their goals.

Here are the types of funds Central Florida Foundation can set up and administer on behalf of your clients.

SIGNATURE FUNDS

This donor advised fund (DAF) is a simple, flexible and more efficient alternative to creating a private foundation. You contribute as often as you like, recommend grants and receive the maximum tax deductions allowed.

FOREVER FUNDS

If you have a passion for a specific nonprofit and its mission or a specific area such as education, arts and culture, the environment and animals, health and human services, religion, or even a geographic area, this endowment fund is right for you.

IMPACT FUND

Established by Central Florida Foundation along with community partners, Impact Funds address pressing needs in the region that require a multi-faceted solution.

FUTURE LEGACY FUND

Establish a fund on paper now and activate it at a specific point in time, whether it be the sale of a business or end of life.

COMMUNITY FUND

Allow maximum flexibility to address community issues now and unanticipated issues in the future.

EDUCATION FUND

Develop the criteria to honor a loved one or a specific population of students, while giving an endowment back to the community with scholarships for education.

IRA ROLLOVER FUND

Give from your IRA Rollover with consideration for community issues that resonate with you.

SUPPORTING ORGANIZATIONS

This alternative to a private foundation provides independence and influence, fewer restrictions, and maximum tax benefits.

What Can Your Client Give?

Central Florida Foundation accepts a wide range of assets for investment.

CASH

A popular and simple way to give that provides an immediate tax deduction.

APPRECIATED SECURITIES

We accept both closely held and publicly traded stock. Give appreciated stock or mutual fund shares that have been held for more than one year and avoid capital gains taxes and earn a charitable tax deduction based on the market value.

REAL ESTATE

If held for more than a year, real estate usually provides the same tax benefits as gifts of securities.

LIFE INSURANCE

Name Central Florida Foundation as owner and beneficiary of a policy or retain ownership and name us as a primary or contingent beneficiary

IRAS AND OTHER QUALIFIED RETIREMENT PLANS AND FUNDS

Donors can give using IRA QCD, IRA RMD and many other retirement plans and funds. Heirs may realize substantial tax savings if your client names a charitable fund as beneficiary of your retirement plan. Name charities to benefit from the fund or name heirs as advisors.

PARTNERSHIP INTERESTS

We consider gifts of limited liability company interests and limited partnership interests.

BEQUESTS AND TRUSTS

Establish a charitable fund through a will or other giving vehicle because it’s simple, minimizes estate taxes and can be advised by heirs. Contact us for sample language.

CONVERT A PRIVATE FOUNDATION

There are several reasons to convert a private foundation and many benefits that come with each. A Signature Fund or a Supporting Organization fund are just two options to consider when converting a private foundation.

NEXT STEPS

Fees That Help Fuel Community Change.

Traditional investment partners profit from the management fees your client pays. When you and your client work with Central Florida Foundation, the “fees” on their funds fuel the work we do alongside our donors and funders — getting to know our nonprofits, collaborating with local leaders and developing high-impact solutions to our region’s pressing challenges. As a result, your client’s investment makes a bigger impact.

Minimum Investment Requirements and Fees

You and your clients 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 -- --

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.

GIVE AS A FAMILY. GIVE AS A COMPANY. GIVE IN THE FUTURE.

In addition to creating and managing funds, Central Florida Foundation will help you develop a giving strategy for your family, your company, or as part of your overall financial plan.

PLANNED GIVING

Maximize your future impact by making a significant philanthropic gift as part of your overall financial or estate plan. Give a gift this year and for years to come with IRA Charitable Rollover or transfer a gift to Central Florida Foundation and receive back payments for life with Charitable Gift Annuity.

PLANNED GIVING

FAMILY PHILANTHROPY

At Central Florida Foundation, we believe effective family giving comes down to a few critical factors: passion, connection, commitment and planning. That’s why we created GenerUS, to help philanthropic families connect to their passions, dial in to their shared dreams and develop a powerful plan for transforming their community, one generation after another.

FAMILY PHILANTHROPY

CORPORATE GIVING

Interested in giving grants as a corporation? We will help your organization develop a philanthropic strategy that aligns with your mission.

GRANT-MAKING SERVICES

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.

WE VALUE TRANSPARENCY WITH 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.

MUTUAL FUND TRANSMITTAL FORM

STOCKS AND BONDS TRANSMITTAL FORM

ANNUAL EXPENSE SUMMARY

GENERUS: PHILANTHROPY POWERED BY FAMILY

ADVISOR’S PLANNED GIVING CHEAT SHEET

PLANNED GIVING resources

LET’S TALK ABOUT YOUR CLIENT’S GIVING GOALS

Nicole Donelson Headshot

NICOLE DONELSON
Vice President of Philanthropy
ndonelson@cffound.org

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