7 Questions for Professional Advisors
- Do I have clients who care deeply about this local community?
- Do they give to more than one charitable cause?
- Are they interested in creating a personal or family legacy in their community?
- Would they like to stay personally involved in the use of their gift dollars?
- Do they want to receive maximum tax benefit for their charitable contribution?
- Are they considering the creation of a private foundation but are interested in exploring other options.
- Do they place a priority on sound financial management of their contributions?
If you answered yes to any of these questions, then your clients would very likely benefit from knowing more about this useful community resource.
The Heritage Fund exists to CONTINUE OUR HERITAGE.