ADVISORS
Your Charitable Planning Resource
WE CAN HELP YOU HELP YOUR CLIENTS
You know your clients. We know philanthropy. Together we can ensure your clients make the best decisions for making a difference in the community.
The Montgomery County Community Foundation wants to be your partner in meeting the charitable giving needs of your clients. Our staff and board take the time to listen to the charitable goals and legacy your clients want to create, then discusses and crafts the charitable planning solutions to best achieve that vision. As your partner in philanthropic giving, the Montgomery County Community Foundation can help you achieve a success for you, your clients, and the community.
Ways to give to Montgomery County Community Foundation include: cash gifts, pledges, gifts of securities or real estate, your annual Required Minimum Distributions, assignment of life insurance, charitable trusts, bequests and memorials. With this flexibility, the foundation provides maximum tax advantage for private philanthropy. The foundation will also accept assets transferred from private foundations and public agency endowments, which may serve to reduce administrative burden and expense while continuing the purpose for which these funds were intended.
Experienced Staff
We stand ready to partner with you in communicating the benefits of a particular charitable giving strategy. Our staff is available by phone, email, or in person.
We understand that your clients might prefer to remain anonymous, and we are happy to work directly with you on their behalf. We want to help your clients make well-informed decisions they feel good about. Our staff and board are able to provide support to your clients with complex giving options, including charitable remainder trusts, gift annuities, estate plans, and gifts of real estate. Contact us for assistance in establishing a fund, selecting an investment strategy, or setting up an effective grant-making program.
Options
Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come.
We have a self-perpetuating Governing Board comprised of philanthropists and business leaders who have a heart for our community and are invested – financially and otherwise – in the long-term success of MCCF. Our Board of Directors represents a cross-section of our community and works hard to maintain high donor confidence about proper management of charitable gifts.
Resources
Managing funds collectively and sharing services allows MCCF to not charge a fee to our funds which creates greater benefits for Montgomery County.
Administrative costs are underwritten by two fundraisers each year with the objective of helping your client’s fund grow while it is improving the quality of life in Montgomery County with annual grants. Click here to see the differences between MCCF and other funds and legacy options.
YOUR CHARITABLE PLANNING RESOURCE
The Montgomery County Montgomery County Community Foundation respects the client relationships you have established and shared with us. We are your resource and we partner with you to help your clients make effective, educated charitable decisions. MCCF is proud to work with local professional advisors and attorneys in Montgomery County as you assist your clients in establishing a legacy of charitable giving. Whatever cause your clients wish to support, MCCF can serve as the long-term steward of the legacy they envision.
Information for Attorneys
Understanding true donor intent involves understanding donors’ stories, their plans, and the impact they want to have now and in the future. All of our donors have a story and want to make an impact. The Legacy Circle, a new initiative of the Montgomery County Community Foundation, can help you capture your client’s plans for the future of their philanthropy and legacy. When your client includes the Community Foundation in their will, please have them complete then send in the attached Legacy Circle form. We will keep it on file for future use and reference. It can be added to or revisited at any time. There are no fees to set up a fund at the Community Foundation.
Information for Financial Advisors
Montgomery County Community Foundaion can accept gifts of stock, securities and annual required distributions. We can be part of your client’s annual charitable giving strategies both now and into the future.
Information for Accountants
Understanding true donor intent involves understanding donors’ stories, their plans, and the impact they want to have now and in the future. All of our donors have a story and want to make an impact. The Legacy Circle, a new initiative of the Montgomery County Community Foundation, can help you capture your client’s plans for the future of their philanthropy and legacy. When your client includes the Montgomery County Community Foundation in their will, please have them complete then send in the attached Legacy Circle form. We will keep it on file for future use and reference. It can be added to or revisited at any time. There are no fees to set up a fund at the Community Foundation.
Investing In Our Future
Contact Our Staff
Contact our staff to discuss how the Montgomery County Community Foundation can help you help your clients create meaningful change in the community through charitable giving.