PARTNERING WITH CFWC

 

We see ourselves as one of several partners in an individual or couple’s charitable journey and always encourage our donors to consult with their professional advisors when considering a gift.

 

As a professional advisor – an attorney, CPA, trust officer, financial planner, or insurance professional – you can count on CFWC to provide resources, services and giving options tailored to help you meet your clients’ goals and needs.

 

How can I recommend charity without recommending a specific charity?

Professional advisors often want to encourage charitable giving and its many benefits but also want to avoid recommending a specific charity.  CFWC provides a single portal through which a donor’s multiple interests and resources can be addressed. 

 

How can the Foundation help me with my client’s charitable intent?

CFWC is a trustworthy, accredited vehicle through which your clients can address the charitable issues they care about most.  We offer a wide variety of giving options and types of funds to assist your clients.

 

The Foundation provides due diligence for all funds it supports, ensuring that donors’ gifts are managed to maximize the positive, long-term impact of their gifts while minimizing tax burdens – always in respect of the donor’s original intent.

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Here are some of the resources we offer you and your clients:

• Donor fund agreements that address your client’s specific charitable goals.  These are official, legal documents written for Indiana community foundations by a nationally-recognized legal firm.  There is no charge for setting up these agreements.
   

• Accurate bequest language for estate planning: Click here!  
   

• Personal and Charitable Financial Record worksheets: Click here!
   

• Access to charitable gift planning (tax/financial) scenarios you can provide your client
   

• Information and guidance on charitable needs and opportunities in White County
   

• Links to professional resources and area organizations
   

 

CFWC is honored to partner with our area professional advisors to offer your clients an exciting way to impact lives … forever.