Your clients count on your advice to make important financial decisions. When it comes to charitable giving, Stanislaus Community Foundation can partner with you to simplify your clients’ giving and amplify their impact.
In addition to providing a range of charitable giving options for your clients, Stanislaus Community Foundation’s staff has extensive knowledge of the community and the causes your clients care about.
Some of the many benefits of working with Stanislaus Community Foundation are:
Community knowledge: Our staff has their finger on the pulse of our community needs; we work closely with leaders and nonprofits to address pressing issues. Your clients will have access to donor briefings and comprehensive information about the causes and issues they care about.
Personalized service: We work with you to develop a giving approach that matches your clients' interests and addresses their tax-planning needs.
Investment expertise: By working with Stanislaus Community Foundation your clients will have access to a mature, well-diversified investment portfolio managed by a highly regarded firm with an excellent performance record.
Experience with non-cash gifts: In addition to gifts of cash and marketable securities, we accept gifts of real estate and other non-cash assets. We can also assist with trust and private foundation terminations.
Tax Benefits: Your clients’ contributions receive maximum federal and state tax benefits in most cases.
Accountability: We are responsible stewards of your clients’ gifts. We preserve and execute donor intent in perpetuity. We conduct a full review of all nonprofits prior to grant distributions.
Flexibility: While we focus on the needs of Stanislaus County, we can make grants to charities outside the region.
Fund Options: We offer professional management of Donor Advised Funds, Scholarship Funds, and other charitable products.
“I have worked with the Stanislaus Community Foundation since its inception in 2002. Over the years, they have proved to be an excellent charitable giving partner for our clients. In particular, their donor advised funds offer a very flexible way for clients to make charitable gifts to achieve immediate income tax objectives while allowing the clients to remain involved with the charitable disbursement of the funds over time. The Foundation also brings local expertise to the table to help our clients make the most effective use of their funds to benefit the community”
“When the pandemic hit, I knew Grimbleby Coleman CPAs should further our community service efforts by assisting our struggling community. As we considered options, the Stanislaus Community Foundation’s Resilient Stanislaus Fund provided an ideal avenue. The Foundation vetted local non-profits and areas of need. They ensured that our donation was distributed in a way that made the most impact for the greatest needs in our community. When advising clients, I feel confident recommending Stanislaus Community Foundation’s philanthropic expertise for those who are exploring charitable solutions for tax purposes and to meet their own philanthropic goals.”
