Enhance Client Value
Through Philanthropy
Partner with us to maximize your clients’ charitable impact.
Enhance Client Value Through Philanthropy
Partner with us to maximize your clients’ charitable impact.
As a trusted advisor, you help clients achieve their financial goals while also addressing their desire to make a meaningful difference in the community. The Richland County Foundation offers powerful philanthropic tools and personalized support to help you enhance your client relationships and deliver comprehensive wealth management solutions.
Why Partner with the Richland County Foundation?
Expert Support for Your Practice
- Complementary Expertise: We provide specialized philanthropic knowledge while you maintain control of client relationships
- Resource for Complex Situations: We help solve challenging charitable giving scenarios
- No Competition: We enhance your service offerings rather than competing for client relationships
Comprehensive Client Benefits
- Maximum Tax Advantages: Full benefits of giving to a public charity
- Lower Administrative Costs: Significantly more cost-effective than establishing a private foundation
- Simplified Management: We handle all record-keeping, due diligence, and regulatory requirements
- Multi-generational Engagement: Create opportunities for family philanthropy and legacy planning
Powerful Giving Vehicles for Your Clients
Donor Advised Funds
Flexible, cost-effective alternatives to private foundations that allow clients to:
- Receive immediate tax benefits
- Recommend grants to charities over time
- Involve family members in giving decisions
- Maintain simplified record-keeping
- Avoid annual excise taxes and minimum payout requirements
IRA Charitable Distributions
- For clients 70½ or older, Qualified Charitable Distributions offer significant advantages:
- Satisfy Required Minimum Distributions
- Reduce taxable income
- Preserve the full value of the gift for charitable purposes
- Create meaningful impact with retirement assets
Additional Strategic Options
- Appreciated Securities: Eliminate capital gains tax while receiving fair market value deductions
- Legacy Planning: Help clients include charitable provisions in their estate plans
- Field of Interest Funds: Target specific causes without restricting to specific organizations
- Designated Funds: Support specific organizations in perpetuity
- Scholarship Funds: Create educational opportunities and honor family members
How We Work Together
We offer a suite of services designed to support your practice:
- Confidential Consultations: Discuss client situations without obligation
- Technical Assistance: Support with complex gift structuring and documentation
- Educational Resources: Informational materials and presentations for you and your clients
- Community Knowledge: Insights into local needs and effective nonprofits
- Professional Network: Connections with other advisors specializing in philanthropic planning
Start the Conversation With Your Clients
Simple questions to identify philanthropic opportunities:
- “Are there charitable organizations you currently support or causes you care about?”
- “Have you considered including charity in your estate plans?”
- “Are you interested in involving your children or grandchildren in giving?”
- “Would you like to learn about tax-advantaged ways to support your community?”
Contact Us
Ready to explore how the Richland County Foundation can help you serve your clients better?
Contact Maura Teynor, Chief Advancement Officer at 419-525-3020 for a confidential conversation about how we can work together.
