For You, the Advisor

Whether your clients are planning for their estates or are dealing with a particular circumstance—such as the sale of a business or stock options, an inheritance—and have charitable interests, Truckee Tahoe Community Foundation may offer the most effective solution. When you help your client set up a charitable fund in the community foundation, both of you benefit.

You get an ego-free partner, who gives donors the best in philanthropic services. We take care of the asset transfers, make grants, handle all the record keeping and reporting, and provide your client with quarterly statements and acknowledgements of gifts and grants.
Your client:

• Joins a respected organization with a long history of helping make sure that their charitable gifts make a difference.
• Can tap the expertise of a staff experienced in making grants to North Tahoe nonprofits.
• Receives an immediate tax deduction at full fair market value.
• Can contribute a variety of assets.
• Pays no capital gains tax on gifts of certain types of appreciated property.
• Can give during lifetime or by will, and meet financial and estate planning needs.
• Can recommend grants to charities across the United States and internationally.
• Can set up the fund in our nonprofit corporation, which retains expert investment managers.

All of our funds enjoy an important advantage: if a change of circumstances makes literal compliance with the terms of the gift instrument "unnecessary, undesirable, impractical or impossible," our governing body is able to vary them. Donors are assured that their gifts will never become obsolute; they will remain useful to the community in perpetuity.

For information about how we can work with you to help your clients, contact Martha Simon, Donor Relations Officer or Lisa Dobey, CEO at 530-587-1776.