For Professional Advisors
Whether your clients are planning for their estates or are dealing with a particular circumstance such as the sale of a business, an inheritance, or significant real estate transaction and have charitable interests, Truckee Tahoe Community Foundation may offer the most effective solution.
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
And, if your client is considering the creation of a private foundation, we strongly encourage you to have them explore the advantages a community foundation can offer.
Why Partner with Truckee Tahoe Community Foundation?
- Our ongoing research and extensive contacts in the community let us keep our donors informed of charities that match their charitable goals.
- A variety of tools for giving allow you and your client to choose the option that fits their financial and philanthropic objectives.
- Our newsletters and publications keep you current on trends in philanthropy, including relevant tax and legal regulations, and research about issues facing our community
Advantage for Your Clients
- Gifts to a Fund at Truckee Tahoe Community Foundation generate the maximum tax advantages under state and federal law.
- Our personalized service is tailored to each individual's philanthropic and financial objectives.
- We accept a wide variety of assets, from cash and securities to closely held stock and appreciated real estate.
- We are a catalyst in the community, helping set the agenda for positive change.
- With deep roots in the community, our staff know area nonprofit organizations and their needs
For more information on these services, please contact Martha Simon, Donor Relations Officer at 530-587-1776.