Starting the Conversation
Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Many people are already thinking about leaving a charitable legacy to their community and involving their children in philanthropy. You can help clients realize their charitable goals by listening for charitable giving opportunities, explaining options, and suggesting solutions.
Selecting the right assets to give, as well as the appropriate timing and ways to give will maximize the charitable impact and provide the maximum financial benefits for your client. Yolo Community Foundation provides a variety of giving methods tailored to the unique considerations of your client. Call on us for help.
Types of Funds:
- Charitable Gift Annuities
- Charitable Remainder Trust
- Wills and Bequest
When you choose the Yolo Community Foundation, you have a variety of options for giving and investing. Please download the document here to read about the difference in partnering with the Foundation vs. starting a private foundation.