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There are many ways we can support your work with clients at no cost and no obligation:
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Presentations to Tax, Financial and Legal Firms
Would the members of your firm be interested in learning more about tax advantageous charitable giving strategies?
We offer customized, on-site group presentations to helpn you recognize and seize opportunities to save your clients money through facilitating their philanthropy, and to demonstrate the many benefits of working with The Community Foundation of Louisville. We're also available to meet with you one-one-one.
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Free Gift Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable planned gift. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the estimated tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
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If you would like to discuss an idea you have or to arrange any of the free services, please click here to contact us for more information. |
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