Opportunities

Financial Advisors are particularly sensitive to client’s needs during major changes, either in personal or business life. Such changes – sale of a business, retirement or realization of a major financial gain present excellent opportunities for charitable gift planning. During the process of estate planning many people are already thinking about leaving a charitable legacy to their community and involving their children in philanthropy. We can help you to help your clients make the most of their legacy when faced with a variety of challenges:

Year end tax planning;
Client (and spouse) needs an income for life;
Client is thinking about establishing a private foundation, but is looking for a more cost-efficient and simple method;
Looking for an avoidance or deferral of capital gains taxes;
Net worth is primarily tied up in a closely held company, but he/she desires to make contribution to the community;
Owns highly appreciated stock in a company that is about to be acquired;
Wants to leave his/her estate to community and family, and has substantial assets in retirement accounts; and
Wants to express his/her passion for giving back to community in specific ways.

Solution: Diverse Choices for Giving
Selecting the right assets to give as well as the appropriate timing and gifting instruments will maximize the charitable impact as well as provide the maximum financial benefits for your client. Fresno Regional Foundation provides a variety of giving methods tailored to the unique considerations of your client.

Outright Gift.
Cash, stocks, funds, real estate or other assets can be used for charitable donations with the Fresno Regional Foundation;
Bequest.
Donor designates a gift or portion of his/her estate to the community foundation, with the option to designate or advise the use of the funds;
Charitable Remainder Trust.
Provides both a lifetime income and a current charitable income tax deduction. After the donors death the remainder of the trust transfers to the Foundation and is placed in a fund that the donor has selected; and
Gifts of Real Estate.
Donors can make a gift of commercial or residential real estate to the Foundation and receive substantial financial benefits.
Donate Stock.
Donating appreciated securities often allows the donor to make a bigger impact and enjoy greater tax advantages than selling the assets and donating the proceeds. By donating appreciated securities to the Fresno Regional Foundation, the donor bypasses the capital gains tax and may deduct the fair market value of the gift.

Philanthropic acts combine the best of social responsibility with deep commitment to service and community. Our staff supports both you and your client in seeking the best possible solutions for individual charitable giving.