Advisors: Help Your Clients Achieve Their Goals

Unlike other philanthropic institutions, the Putnam County Community Foundation does not ask people to give to our cause. Rather, we ask, "What is your cause, and how can we help you achieve it?" The vehicle for philanthropic giving is an individualized philanthropic fund, designed around your personal charitable goals and your operating style.

Why Work with the Community Foundation?

• 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.
• Click here to learn more.

Your Client Decides
The Foundation is made up of more than a hundred philanthropic funds, each reflecting its creator's intentions and strategic goals. The Community Foundation provides individualized service so your client's philanthropy can be meaningful and fun. Click here to learn about different types of funds your client could establish.

Establishing a Fund is Simple
You may rest assured that your client will be very pleased with the personal attention and the services, which can be provided by the Community Foundation. Click here to give your client the simple steps of creating a fund at the Community Foundation.

Put Your Clients Assets to Work For Them
Many people have assets they don't need or use that could benefit their charitable cause. Giving to the Community Foundation can help you put your clients' assets to work - For Good - Forever. Click here to learn about assets the Community Foundation can accept.

Tax-Wise Giving
As you know, the Internal Revenue Service rewards giving to charity. Gifts to charity can reduce both income and estate taxes. Click here for a summary of various planned giving vehicles.

Planned Giving Answers Online (PALS)
Don't forget to check out Planned Giving Answers Online, available to you from the Putnam County Community Foundation.

For more information about what the Community Foundation can do for you contact us at 765.653.4978 or info@pcfoundation.org.