Advisors

Starting the conversation about charitable and community giving may be as easy as listening for the right opportunities. Are your clients talking about:

• Birth of a child or grandchild
• Honoring a loved one
• Preserving an estate
• Sale of a business
• Sale of real estate
• Retirement
• Year-end tax planning
• Passion for a particular cause

Simply starting the conversation may open up a wealth of ideas for how you can help your client make a lasting impact on the community and the causes they love.

 

When We Can Help

Contact the Community Foundation for Ocala/Marion County if you have clients like these:

• Your client has no dependents or has independent children and wishes to only pass a portion of their estate on to family.
• Your client wants to establish a scholarship fund.
• Your client desires to leave a lasting legacy and is considering a private family foundation but would like to avoid the costs and complexity of managing one.
• Your client’s existing private foundation needs to meet their annual payout requirements.
• Your client wants to avoid paying capital gains tax on the selling of an appreciated asset, like a stock or real estate, and would like to benefit a charity or cause in the community.
• Your client has an exceptionally profitable year and would like to fund future charitable endeavors but receive income tax deductions for the current year.
• Your client is selling business assets or in the process of creating a business succession plan.
• Your client desires a permanent memorial to honor someone special.
• Your client is establishing a Charitable Remainder Trust or Charitable Lead Trust and needs options for the nonprofit beneficiary.
• Your client has existing relationships with a nonprofit, church or other cause and is interested in financially supporting that cause.