Advisors Role

In the discovery phase of your client meetings you have an opportunity to ask about your client’s thinking regarding their charitable interests. Given your client’s interest in charitable giving you can educate them about their giving options, recommend an option that fits their circumstances and help them implement the plan.

No two clients have the same charitable giving interests. We will help you find solutions that are most effective in meeting your client’s charitable intentions today and in the future.

Through this process you have a unique opportunity to help your clients make a difference in their world by building stronger communities and changing lives with their charitable gifts.

Seven Questions for Professional Advisors

1. Do I have clients who care deeply about their local community or hometown?


2. Do they give to more than one charitable cause?


3. Are they interested in creating a personal or family legacy in their community?


4. Would they like to stay personally involved in the use of their gift dollars?


5. Do they want to receive maximum tax benefit for their charitable contributions under federal law?


6. Do they place a priority on sound financial management of their contributions?


7. Are they considering the creation of a private foundation, but concerned about cost and administrative complexity?

If you answered yes to any of these questions, your clients would benefit from knowing more about the Nebraska Community Foundation. We’d be happy to help you make an introduction.

Contact

Jim Gustafson
Gift Planning Director
Nebraska Community Foundation
P.O. Box 83107
Lincoln, NE 68501-3107
(402) 323-7341 direct
(402) 323-7330 office
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