Why Have Your Clients Give To The BHCF?
The Broadview Heights Community Foundation is here to help your clients achieve their philanthropic dreams. As your clients’ trusted financial advisor, you have the responsibility to assist them in achieving their overall financial and personal goals and objectives as effectively as possible. Part of their financial and personal goals may be achieving philanthropic goals. Because the tax system offers special benefits to those who give to charitable causes, you can ensure that your clients receive the full benefits of their contributions while supporting a charitable cause they believe in.
Opportunities to assist your client’s charitable giving
The Broadview Heights Community Foundation works closely with financial, wealth, tax and legal advisors. What’s important is that you remain their trusted advisor and are able to manage the charitable investments of your clients, regardless of the account size, when working with The Broadview Heights Community Foundation.
The best opportunity to assist your clients and help them maximize the personal benefits of charitable giving occurs at times when your clients are making major financial decisions – whether those are personal or business decisions. Circumstances when a carefully planned gift can result in substantial benefits to your clients and family are when your clients are:
- Planning his or her estate, including writing or revising their wills and/or revocable trust
- Contemplating the sale of their business or other appreciated asset
- Planning to retire
- Expecting to receive a financial windfall on the death of a loved one
Helping your client evaluate what they truly care about
The Broadview Heights Community Foundation spends time with your clients ensuring their needs are fulfilled. The Broadview Heights Community Foundation is passionate about our community and your clients’ philanthropic dreams. We share our broad knowledge of community needs and how your clients might help address them. We sit down face-to-face and explore what they hope to gain from their experience with The Broadview Heights Community Foundation. From that discussion we help your clients develop a plan to achieve their philanthropic goals. When they establish an endowed fund, it not only allows them to fulfill their charitable goals, but they are helping the charity forever.
The Broadview Heights Community Foundation supports a broad range of charitable interests
Everyone has different passions. The range of charitable causes The Broadview Heights Community Foundation is able to support is endless, thus enabling simple, smart and meaningful family philanthropy. The Broadview Heights Community Foundation is a public charity, but that does not limit us to one specific charitable area. From social concerns to the arts and culture, we are committed to expanding the capacity of family philanthropy. We continuously cultivate relationships with numerous nonprofit organizations which enables us to promote partnerships between nonprofits and donors to exchange ideas, share information and collaborate to build a better community.
It is because of this important mission that The Broadview Heights Community Foundation can assist your clients in helping them achieve their goals in ways not available in other organizations. Moreover, you remain involved as their advisor in the management of those meaningful assets. In addition, The Broadview Heights Community Foundation meets the highest ethical standards of operation, making it a transparent and trustworthy organization.