A quick note for financial planners...
How to recommend charity without recommending a charity?
Estate and financial planers, along with other professional advisors, are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes and nonprofit.
The solution is simple: The Walker Area Community Foundation is a single, trusted vehicle your clients can use to address the issues they care about the most, while gaining the maximum tax benefit under state and federal laws. We offer a variety of giving options-including the ability to set up a charitable fund in your client’s name. It is just one way we can help you help your clients achieve their charitable goals.
Talk to your clients about giving through the Walker Area Community Foundation.