Attorneys Accountants Financial Advisors Trust Officers

• Spend your time advising clients.
• Give your clients powerful tax and financial management tools.
• Provide clients with one-stop shopping to achieve their charitable goals.
• Rely upon the caring, competent, local services of the Putnam County Community Foundation.

The Community Foundation can assist professional advisors by expanding their client service offerings. The Community Foundation adds value through the creation of client-centered philanthropic services and an uncompromising commitment to quality. Click here to read more about the philanthropic services provided by the Community Foundation.

• The Community Foundation does not provide financial, tax, or legal advice.
• The Community Foundation accrues no benefit from brokerage services, commissions, finder fees, or product sales.
• The Community Foundation does not sell financial products or services.

IMPORTANT CONSIDERATIONS:

• Increasing Interest in Philanthropy:
  An ever-increasing number of families are making philanthropy a central part of their tax, financial and estate plans.
• Tax Advantages:
  A Fund at the Community Foundation offers immediate and maximum tax advantages over both a Private Foundation and the establishment of a 501 c 3. Click here to view a chart comparing a Community Foundation Fund with a Private Foundation and a Supporting Organization.
• Confidentiality:
  A Fund at the Community Foundation offers maximum privacy advantages over both a Private Foundation and the establishment of a 501 c 3. All contributions and Fund data can be held in the strictest confidence if desired. Click here to download Confidentiality/Publicity/Anonymity Form.
• Contribution Flexibility:
  The Community Foundation can accept and hold a wide array of assets types. Click here to see what assets the Community Foundation can accept.
• Simplicity and Efficiency:
  A Fund at the Community Foundation enables your clients to create a named Fund and enjoy maximum tax advantages and philanthropic flexibility.
• Investment Flexibility:
  Donors over $500,000 may choose from three investment pools at the Community Foundation.

The Community Foundation is a resource.
With professional staff and a representative volunteer Board of Directors, the Community Foundation has years of collective experience in philanthropy and we can serve as a resource to you.

• Click here to register for Planned Giving Answers Online (PALS)
• Learn about new ideas to assist your clients.
• Access current resources and information to enhance your planning.

Need help?
Give us a call. If we don't know the answer to your question, we can probably point you in the right direction. Contact the Executive Director, Elaine Peck, at 765.653.4978 or epeck@pcfoundation.org.