Your philanthropic clients will thank you for suggesting they consider giving a charitable gift in the form of a charitable fund instead of the more typical “I made a gift to my/your favorite charity in your honor.”
More and more parents and grandparents (and friends and colleagues) are giving a child, grandchild, friend, or co-worker a charitable fund, pre-established and pre-funded, in the name of the recipient. Frequently taking the form of a Donor Advised Fund, this gift allows the recipient to experience the benefits of working with the Community Foundation to support important causes.
The team at CFAAC can help your client create a gift fund from soup to nuts, including granting the recipient online access. Your client can literally put a bow on the carefully rolled up fund document, sign a card listing the URL and login credentials to view the fund online, and present the package to the child, grandchild, friend, or colleague as a gift.
Educational opportunities are a natural follow up to this type of gift. For example, your client can work with CFAAC to find resources on our website as well as structure a family giving session in person or via Zoom. In this session, participants can learn the basics of charitable giving and key issues facing communities in our county and across the country. This type of experience helps the family’s values stay intact across generations.
Finally, never underestimate the power of philanthropy to help you build relationships with multiple client generations. The team at the Community Foundation has the tools you need to inspire Baby Boomers, Gen X, Millennials, and Gen Z by creating meaningful and lasting connections to our community, nonprofits, and causes. Although useful in some cases, a GoFundMe or Facebook fundraiser simply cannot deliver the engagement and loyalty that have long been hallmarks of our dedication to helping your clients of all ages make a lasting impact that is as meaningful to them as it is to the causes they support.