Cumberland Community Foundation is ready to support your work with clients.
At no cost to you or your clients, we can:
Consult with you and your clients on ways Cumberland Community Foundation can help them meet their charitable and financial goals.
Provide printed materials about giving through Cumberland Community Foundation, including information on a variety of fund types and giving strategies.
Offer strategies for discussing charitable giving with your clients.
Send periodic newsletters with timely information on giving vehicles, tax updates and other issues of importance to you and your clients. Subscribe to the e-newsletter.
Provide free illustrations for charitable remainder trusts. We also can provide sample documents for various planned giving vehicles.
Handle the transfer of appreciated securities, life insurance and other complicated assets.