Planning

If giving is one of the family values your client wants to pass along, we can help. Gifts of endowment keep on giving and support the causes your clients care about most.

Your client's gift can be turned into a lasting legacy. The Community Foundation of South Alabama can help your client build a tradition of giving that will last forever.

Talking to a client about philanthropy is an important part of providing complete financial planning and professional advice to your clients. For a host of reasons, any informed advisor should be prepared to talk with clients about charity.

Many clients are already in the habit of supporting charity. Incorporating charity into the planning process is a natural reflection of most clients' existing habits and values.

For clients with substantial estates, minimizing or eliminating estate taxes is difficult to do without some charitable planning.

The estate tax is likely to change again, so the tax cannot be entirely discounted in planning. Regardless of the status of the estate tax, charitable planning offers tax advantages in many other situations, such as the sale of highly appreciated stock and dispositions of retirement accounts upon death.

Philanthropy can help resolve many personal issues that are deeply important to clients.