resources for advisors
Your first call for charitable giving
The SouthCoast Community Foundation is honored to be your first call when the topic of charitable giving pops up during client conversations. Most of the time, we can help! If not, we will point you in the right direction. We work with many attorneys, CPAs, and financial advisors across the region to help structure and maximize clients’ charitable giving.
Please reach out anytime you are working with a client who is charitably-inclined.
Our highly-trained, professional staff can help navigate both the tax planning complexities as well as the emotional side of giving to ensure that your clients achieve their financial goals as well as their goals for making a difference.
With firsthand knowledge of our community’s nonprofits, our team can help ensure that your clients’ charitable giving results in meaningful impact.
Serving your clients
We understand that your relationships with your clients are your top priority. The key word is "relationship." We are committed to helping you build, maintain, and deepen your connections with your clients as their "go to" advisors for wealth management, accounting, and estate planning across generations. We will never create obstacles between you and your clients; rather, we are here to assist you behind the scenes or in whatever capacity makes the most sense for you to deliver value to the individuals, families, and business you serve.
We would be pleased and honored to work with you. Whether you're establishing a donor-advised fund for a private foundation client, or setting up a family foundation fund from scratch, or assisting a C-level executive with corporate giving strategies, we would love to be your partner.
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