Unlock the Power of
Strategic Philanthropy
for Your Clients
Your clients want to make a difference in their community, but often don’t know how to maximize their charitable impact. As their trusted advisor, you’re uniquely positioned to guide both their financial success and philanthropic legacy.
Unlock the Power of Strategic Philanthropy for Your Clients
Your clients want to make a difference in their community, but often don’t know how to maximize their charitable impact. As their trusted advisor, you’re uniquely positioned to guide both their financial success and philanthropic legacy.
By partnering with the Richland County Foundation, you can help your clients achieve what matters most—financial security paired with purposeful philanthropy that reflects their personal values. Let’s work together to develop customized giving solutions that serve both your clients and our community for generations to come.
Advisor Guide: Individual Giving
Discover how to help your clients maximize their charitable impact while achieving financial goals. Our comprehensive guide provides strategies for donor advised funds, appreciated securities, and legacy planning to strengthen your client relationships.
IRA Charitable Transfers
Tax-Smart Giving for Retirement Assets
Help clients aged 70½ or older make qualified charitable distributions directly from their IRAs to reduce taxable income while supporting causes they care about.
Giving Is Easy
Giving through the Richland County Foundation is an easy way for your clients to support their favorite charities or interests through one organization. There are several options to consider as they explore charitable giving opportunities.
These may include:
- Making a gift now or through their estate plan. Here is sample language to include RCF in a will or trust.
- Determining the type of fund that best meets their charitable giving goals.
- What type of assets they would like to give.
Community Foundation Advantages
Because Richland County Foundation is a tax-exempt 501(c)(3) public charity, there are distinct advantages to connecting with us:
- All gifts are tax-deductible to the maximum extent allowed by law.
- We are free of the many administrative costs and restrictions placed on private foundations.
- We pay no excise taxes and have no annual minimum payout requirements.
- Donors with funds in a community foundation submit no separate tax filings.
- We keep administrative costs to a minimum, so more of each dollar actually goes to charity.
How We Support Your Practice
The Richland County Foundation serves as your philanthropic partner, offering specialized expertise while you maintain full control of your client relationships.
We work as your partner. You stay in control of your client relationships. We’re here to help you provide a full range of services to your clients.
We are experts in our community. We can help your clients be as effective as possible in their giving.
Community Expertise
- Local Knowledge: We provide insights into community needs and effective nonprofit organizations
- Charitable Guidance: We help your clients maximize the impact of their giving
- Cause-Neutral Approach: We enable clients to support multiple charities through a single relationship
Flexible Giving Options
- Multi-generational Engagement: Advised funds create ongoing family involvement opportunities
- Asset Versatility: We help your clients donate diverse assets including cash, securities, real estate, and more
- Timing Flexibility: Clients can give now or later through estate planning
Client Benefits
- Enhanced Financial Outcomes: Potential for increased current income and inheritance for beneficiaries
- Legacy Creation: Established presence in the community for generations
- Family Values: Opportunities to teach philanthropy to children and grandchildren
Administrative Advantages
- Maximum Tax Benefits: Full advantages of giving to a public charity
- Cost Efficiency: Significantly less expensive than establishing a private foundation
- Simplified Management: We handle all administrative and legal requirements
Partner With Us
Whether you’re a donor looking to make a difference, a nonprofit seeking support, or a community member with innovative ideas, we invite you to join us in building a stronger Richland County. Together, we can create lasting, positive change. To explore your options, please contact Chief Advancement Officer Maura Teynor at 419-525-3020.
