Professional Advisors

Bernard N. Ackerman, CPA, PA, of Rock Hill has been a valuable Foundation partner for more than 12 years. "As a professional advisor, the Foundation is a great vehicle for me to offer my clients tax-saving techniques that are linked to their charitable giving," he says.

Research shows that people who retain Professional Advisors are eager for more information about philanthropy. Most would like their Advisors to be more knowledgeable about the advantages of planned giving.

Our staff has the most current information on charitable giving options to help you better serve your clients.

Because many individuals have complicated charitable agendas, we encourage our donors to contact their personal legal and financial counsels for information about specific situations.

The Foundation makes good financial sense for your clients by providing:

• Substantial tax advantages.
• Low administrative costs.
• Professional stewardship of assets.
• Charitable interests preserved in perpetuity.

Click here for a comprehensive brochure about the Foundation.

We invite you to explore the Foundation's newest resource—Philanthropy Marketplace—a database listing of the most current ideas, projects and critical needs in our community.

Why a Community Foundation?

Immediate and Maximum
Your client's contributions are tax deductible in the year they are made. Because the Foundation is a public charity, contributions qualify for the maximum deductibility for income, gift and estate tax purposes.

Save Twice by Gifting Appreciated Property
By using appreciated property (e.g. securities or real estate) to make your gifts, your clients avoid capital gains tax and typically qualify for an income tax deduction.

Tax Benefits

Flexible Gift Acceptance
In addition to cash, these are a few of the possibilities:

• Appreciated securities
• Retirement plans
• Vacation homes
• Appreciated family business entities such as closely held stock and limited partnership interests

Investment Options to Increase Your Clients' Gift Funds
The Foundation offers a wide range of investment pools and managers for qualified Gift Funds. We work with your client to develop an investment approach that offers the best potential to match the time horizons and cash needs consistent with their objectives.

The Foundation works with an investment consultant to evaluate managers and provide ongoing monitoring to ensure sound financial management.

Customized Philanthropic Counsel
We are flexible and responsive to your clients' unique needs. We make it easy for them to be highly strategic in using contributions for maximum community impact. Our professional staff is available to assist you and your clients at any time.

Simplified and Consolidated Charitable Giving
The Foundation offers your clients the convenience of supporting multiple charities through a single gift. And our staff handles all the paperwork, from the transfer of assets and Gift Fund maintenance to tax reporting and record keeping. Your clients receive confirmation of all transactions, including contributions to their Gift Funds and grants to charities.

It's Easy for Your Clients to Make A Grant
All they need to do is follow these steps.

Grantmaking Services and Expertise
We are connected to thousands of local charities, so we can help make a difference by linking your clients to the causes they care about. Areas of giving are limitless and include everything from arts and education to environment and religion.

If the charities your clients want to recommend are not currently on our Approved List, we will research for them.

Choice of Recognition or Anonymity
Whether your clients wish to be recognized for their generosity or remain anonymous, the Foundation will honor their requests.

Online Access to Your Clients' Gift Funds
The Foundation offers a secure online site to those with qualified Gift Funds.

Your clients can:

• Check Gift Fund activity including contributions, investment returns and grant distributions.
• Make grant recommendations.