The San Juan Island Community Foundation offers a number of services that might be useful to you and your clients. As a Foundation Partner you can enhance estate and tax planning, the on-going management of annual and targeted giving for your clients.
The Foundation provides assistance with:
- Charitable Project Evaluation & Reporting
- On-going Giving: Planning and Selection
- Planned Giving
- Estate & Legacy Gifts: Planning & Management
- Simple Alternative to Family Foundations
- Anonymity Protection
Many, if not all, of these options can offer tax advantages to your clients. Consultations with you or you and your clients, are offered without charge. Fees for fund management services are very low and, depending on specifics, usually range between 1 to 2% per year. Confidentiality is always paramount.
Investments & Wealth Monitor, The Community Foundation, A Charitable Giving Vehicle for High Net Worth Individuals