Listening for Charitable Opportunities

As a professional advisor, your clients expect you to provide sound counsel about the management and investment of their assets, their tax situation or their estate plan. You can also help them by listening for and identifying situations when a charitable gift to the Hamilton Community Foundation would be in their interest. These include:

• When year-end tax planning identifies a need for greater tax deductions.
• When estate planning identifies the possibility of significant estate taxes.
• If your client is interested in setting up a private charitable foundation.
• If your client is passionate about helping meet a specific community need and is ready to make a significant gift.
• Your client wants to establish a scholarship for a special interest, but doesn't know how to begin.
• If your client owns highly appreciated stock in a company that is about to be acquired.
• Your client currently has a private foundation but needs help with administration and grantmaking.
• Your client has most of his/her assets tied up in a closely held company and would like to give a gift of C or S Corporation stock.
• If your client has a substantial IRA and/or 401(k) asset within his/her estate.