How Can CACF Assist Professional Advisors?
CACF works with Professional Advisors to meet the goals of their clients. Here are some benefits of working with CACF:
We work through you. You stay in control of your client relationships—we are here to help you serve your client’s philanthropic interests.
We offer customized service. We work closely with you to develop a giving approach that matches your client’s personal interests and tax planning needs. Our customized services and knowledgeable staff will help you realize your client’s giving goals and ensure that his or her philanthropy has a lasting impact on our community. Our goal at CACF is to make giving easy, meaningful, and effective.
We have experience with non-cash gifts. We accept charitable gifts of cash, marketable securities, real estate and other non-cash assets. We can serve as trustee for charitable trusts where CACF is the beneficiary and we have experience with private foundation terminations.
We know our community. The professional staff at CACF regularly monitors areas of local needs and the organizations whose mission it is to address those needs. We can help you learn about local agencies and programs that make a difference in the areas your client cares about most. We will send you a quarterly update of funding needs in our service area. At your request, we will get information on a specific nonprofit program or organization, or several organizations, working in a particular area of interest. We will also facilitate site visits, tours, and meetings with nonprofit leaders.
We offer you the opportunity to recommend charitable giving to your clients without recommending a specific charity. By working through CACF, your clients have the flexibility to support a wide range of charities locally, nationally, and internationally. We can assist with due diligence and can also provide anonymity as desired by your client.
We can offer maximum federal and state tax benefits. CACF is a public charity and establishing a fund is significantly more cost-effective than starting a private foundation.