Five Situations Where a Community Foundation

Can Help Your Client

As trusted advisors, you help clients navigate important financial decisions. Increasingly, those conversations include charitable giving—not just for tax benefits, but to create meaningful, lasting impact.

The Eau Claire Community Foundation (ECCF) can serve as a valuable resource when charitable goals become part of the planning process. Situations where involving ECCF can be of assistance to you and your client include:

1) A Client Is Undergoing a Significant Tax Event

A variety of situations can create a significant tax event. ECCF can work alongside you to explore charitable strategies that align with your client’s financial objectives and philanthropic goals. Strategies may include direct giving to a community project or the establishment of an endowed fund.

2) A solution for RMDs

The decision on where to gift a Required Minimum Distribution can be daunting for some individuals and families.  ECCF can help advise on current community fundraising projects , or specific funds benefitting a specific population in our community. This allows the RMD to be directed in a manner that best supports a clients values and interests. In some cases RMD’s can be used to establish an Endowment Fund allowing for a donor to implement their own charitable legacy.

3) An Individual or Family Wants to Create a Lasting Legacy

Many families and individuals want their values to continue beyond their lifetime but are unsure how to structure a charitable gift. ECCF can help design a giving strategy that supports the client’s values and intentions while providing long-term stewardship.

4) A Client Wants to Make a Difference Close to Home

Many clients care deeply the community where they lived, worked, and raised their families but may not know the most current community needs.
ECCF’s deep local knowledge and non-profit relationships can help connect client’s charitable giving with the opportunities that most align with their interests and values or the organizations that have made an impact on their family.

5) Honoring the Legacy of a Business

Establishing an endowed Fund can perpetuate the legacy of a family business in our community once a sale or transition has occurred.
Annual grants can  support the causes a business supported during a client’s ownership.

Working Together

The best charitable plans are built collaboratively. Our role is not to replace a client’s attorney, CPA, or financial advisor, but to complement your expertise with charitable planning knowledge, local insight, and administrative support.

If you have a client who is considering charitable giving, we’d welcome the opportunity to work alongside you to help create a solution that advances both your client’s financial goals and their charitable vision.