Mark Your Calendars...
To attend our Professional Advisor Discussions - 2014 dates TBD.
To schedule a meeting or discuss charitable giving options, please contact us at (952) 250-1538 or by email at firstname.lastname@example.org.
To add your name to our growing list of Professional Advisors serving clients of Carver County, please send your contact information to email@example.com.
As an educational service to Professional Advisors, The Community Foundation for Carver County will provide the following resources for your clients:
Help Your Clients Leave a Legacy
How can you help your clients explore charitable estate gifts that leave the right legacy? To help determine that answer, ask your clients these 10 Questions.
Sample Bequest Wording:
I devise to The Community Foundation for Carver County, a non-profit corporation of the State of Minnesota (state amount of money, or):
to be held and invested by the Foundation as part of its Endowment.
Please note: Your bequest may be made for specific purposes; however, an undesignated bequest allows flexibility to meet changing community needs.
Professional Advisor Council
The Foundation wishes to thank those professional advisors who helped one or more clients plan the gift portion of their estate through the Foundation's permanent endowment funds. To see if The Community Foundation for Carver County might be a good fit for your client or to add your name to our Professional Advisor Council, please contact the Foundation at firstname.lastname@example.org.
A gift club has been established by the Foundation to honor and recognize persons who give an estate gift (either outright or deferred), to establish a permanent (endowment) fund. Legacy Society members names will appear in the Foundation's Annual Report unless the donor requests anonymity.