Planned Giving

Planned Charitable Giving

Many clients want their professional advisors to help them plan charitable giving. The Shelby Community Foundation can work with you to answer these questions and help each client fulfill his/her charitable goals.

What are your client’s personal motivations for charitable giving?
What are your client’s charitable interests in the community?
What are your client's priorities when focusing on a few areas that may make the greatest impact?
What level of involvement does your client want to have in identifying charitable uses for his/her gift?
What type of giving instrument best fits your client’s financial situation and tax status?

_{Disclaimer

The Shelby Community Foundation is not engaged in providing legal or tax advisory services. This purpose of this website is to provide accurate information of a general nature. The Foundation suggests that donors consult with their personal legal and financial advisors for specific advice on the legal and tax consequences of any gift arrangements under consideration}

Developed By

Sponsored_BY