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If you are a professional advisor, it is likely that many of your clients are already making annual gifts to support their favorite charitable organizations. Why not help them give smartly so that they provide for the people and causes they care about as part of their overall financial planning? Why not help them create a rich charitable legacy in their estate plan? Cumberland Community Foundation is a resource and a partner to help you serve your client’s charitable goals. Cumberland Community Foundation is a vehicle through which individuals, families, companies and charitable organizations can make gifts, current or planned, to benefit the community. We currently manage over 400 charitable funds. We are dedicated to providing the highest level of service to advisors and their clients. Your clients have several options to consider as they explore giving through our community foundation. These include determining:
Detailed information about all donor options is available in our section titled Ways to Give. (Under the Becoming a Donor menu option) Our e-newsletter has tips for advising your clients about charitable giving options. Please call (910) 483-4449 to sign up for this free service. Click below to download past issues of Cumberland Community Foundation Digest in PDF format.
Your clients' goals are the most important factor to Cumberland Community Foundation in thinking about a charitable gift. Second to this is providing you with accurate and timely information in order for you to serve your clients' needs. Mary M. Holmes, Executive Director, is available to meet with you and your clients at your office or ours. Call (910) 483-4449. We use Crescendo Software to provide you with charitable gift planning illustrations. Contact Mary M. Holmes to request a free trust illustration.
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