Introduction

The Community Foundation of Switzerland County, Inc. is here to help you as you help your clients make decisions about their charitable planning. We are available to answer your questions and your client's questions, and offer our guidance whenever it is requested.

Is giving through a community foundation right for your clients?

Do I have clients who care deeply about their local community?

Do they give to more than one charitable cause?

Are they interested in creating a personal or family legacy in their community?

Are they considering the creation of a private foundation, but are concerned about cost and administrative complexity?

Would they like to stay personally involved in the use of their gift dollars?

Do they want to receive maximum tax benefit for their charitable contributions under federal law?

Do they place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, your clients would benefit from knowing more about the Community Foundation of Switzerland County, Inc. We'd be happy to help you make an introduction.

It's a delicate dilemma. Attorneys, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there's a simple solution. The Community Foundation of Switzerland County, Inc. is a local, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. We offer a variety of giving options- including the ability to set up a charitable fund in your client's name.