Partnering with the Atchison Area Community Foundation
We know as a professional advisor you take seriously your responsibility to help your clients and that you want to stay up-to-date on changes in laws and information that may assist you in charitable giving options for your clients. We would like to be considered a resource for starting a conversation with your clients about planned giving, and for the latest research into planned giving options. We are here to help you serve your clients and facilitate all forms of charitable giving.
Here are some of the services we can offer to you:
- Offer counsel on giving instruments and funding options
- Illustrate, project, draft or review necessary documents
- Develop strategic giving plans for your clients and their families
- Assist with grantmaking research, recommendations, and outcomes
- Provide information and guidance on the communities' charitable needs
- Consultations are provided confidentially and at no cost.
For more research on planned giving, here are web sites with more information for you and your clients:
National Committee on Planned Giving - www.ncpg.org
Aims to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community
Council on Foundations - www.cof.org
An association of foundations promoting effective and responsible philanthropy
Kansas Association of Community Foundations - www.kansascfs.org/advisors.cfm
By partnering with Kansas community foundations, professional advisors can help their clients fulfill their personal financial and charitable goals.
AACF Professional Advisor Partnership
The Atchison Area Community Foundation (AACF) is making it easier than ever for you to help your clients establish charitable funds.
By partnering with AACF, in many instances you may continue to manage your clients' assets while meeting their tax and charitable goals.
In addition, you will be connecting them with one of the most trusted philanthropic leaders in the community. With the help of the Foundation, your clients can support the causes they care about most while gaining maximum tax benefits under the law. At the Atchison Area Community Foundation, we offer a variety of giving options and can assist you in helping your clients achieve their charitable dreams.
Of major importance to legal and financial advisors, community foundations provide an attractive, cost-effective alternative for clients considering the establishment of a private foundation. The client/donor gets superior tax advantages and freedom from annual reporting requirements but can retain the right to advise on grant recipients from his or her fund.