Seven Questions for
Estate and Financial Advisors
 
 
  1. Do I have clients who care deeply about their local community?
  2. Do they give to more than one charitable cause?
  3. Are they interested in creating a personal or family legacy in their community?
  4. Are they considering the creation of a private foudation, but concerned about cost and administration complexity?
  5. Would they like to stay personally involved in the use of their gift dollars?
  6. Do they want to receive maximum tax benefit for their charitable contributions under federal law?
  7. Do they place a priority on sound financial management of their contributions?
 
If you answered yes to any of these questions, your clients would benefit from knowing more about the Community Foundation of Greater Rochester. We'd be happy to help you make an introduction. Please contact us at 248.608.2804.