Community Foundation of Abilene : Advise : CFA as a Resource
The Community Foundation of Abilene encourages and welcomes the assistance and advice of professional advisors. We are pleased to work "behind the scenes" for your client, providing you with ideas, gift options and ways to meet your donor's charitable goals and dreams. We are only a phone call away and can quickly email you wording, options and sample agreements.
Also, and at any stage of the planning process, we would be pleased to meet with you and your client to explore ideas or to finalize documents. You will find us a non-threatening and helpful resource to answer charitable questions.
Help you, the professional advisor:
- Build stronger relationships with your clients by assisting them with a wider range of services;
- Match your clients' personal charitable interests with tax planning needs;
- Create and implement charitable plans that are integrated into major business, personal and financial decisions;
- Access information on community needs - and on the local agencies and programs that make a difference in the areas your clients care about most;
- Provide information and sample documents on the various charitable vehicles such as remainder trusts, bequests and more;
- Connect across generations with family giving plans that can increase heirs' inheritance or increase your clients' income.
Help your Clients:
- Receive personalized service;
- Benefit from local expertise about charitable organizations, so their giving has greater impact and relevance;
- Include their children and other family members in the giving process,
- Become as involved as they wish in community leadership and grantmaking;
- Create a permanent legacy in their name that will be well-managed and adhere to their purpose, varying only if circumstances make the original purpose obsolete;
- Remain anonymous or receive recognition, as they wish.
Please consider us as your charitable information resource. Call us anytime at (325) 676-3883 or contact Katie Alford (cfa@abilene.com).
