For Advisors
At the Roscommon County Community Foundation (RCCF), we value the expertise and insights that lawyers, financial planners, and other advisors bring to the table. Your knowledge of your clients’ needs, combined with our experience in charitable estate management, can create a powerful partnership that benefits both your clients and our community. RCCF can help you meet the needs of your clients and there is NO CHARGE for our service.
Partnering for Success
As an advisor, you play a crucial role in helping your clients achieve their financial and philanthropic goals. By collaborating with RCCF, you can offer your clients a seamless and effective way to include charitable giving in their estate plans.
- Expert Charitable Guidance: While you provide comprehensive financial and legal advice, we specialize in managing and distributing charitable gifts. Together, we can ensure that your clients’ philanthropic intentions are honored and their gifts have the greatest possible impact.
- Tax Benefits: We can help structure charitable gifts in a way that maximizes tax benefits for your clients, reducing their tax liability while supporting causes they care about.
- Personalized Solutions: Each client is unique, and so are their charitable goals. We offer a range of giving options, including Donor Advised Funds, Charitable Remainder Trusts, and more, allowing us to tailor solutions to meet your clients’ specific needs.
RCCF’s Gift Acceptance Policy can be found here.
How We Can Help
- Establishing Charitable Funds: We handle the creation and administration of various types of charitable funds, making it easy for your clients to leave a lasting legacy.
- Ongoing Management: Our professional team oversees the investment and distribution of charitable assets, ensuring that your clients’ wishes are fulfilled efficiently and effectively.
- Local Impact: Gifts managed by RCCF are invested in local projects and initiatives, directly benefiting Roscommon County and creating a meaningful legacy in the community.
Let’s Work Together
By partnering with RCCF, you can enhance the services you offer to your clients, providing them with comprehensive solutions that encompass both financial planning and charitable giving. Together, we can help your clients make a significant impact on the community while achieving their personal and financial goals.
To learn more about how we can work together, please contact us at:
Roscommon County Community Foundation
(989) 275-3112
info@myrccf.org
Let’s collaborate to better serve your clients and our community, creating lasting benefits for generations to come.