Technical Assistance overview

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 350 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:

• the type of fund that best meets their charitable giving goal
• the type of gifts to make as they initiate and grow the fund, and
• how they will involve themselves, and other family members, in the giving process.

Detailed information about all donor options is available in our section titled Ways to Give.  (Under the Becoming a Donor menu option)