Is Giving Through The Albuquerque Community
Foundation
Right For Your Clients?
Seven questions for estate and financial advisors.
1. Do I have a client who has a life insurance policy, appreciated stock, real estate or other assets available for charitable giving?
2. Do I have a client who gives to more than one charitable cause?
3. Do I have a client interested in creating a personal for family legacy in the community?
4. Does my client want to stay personally involved in the use of gift dollars?
5. Does my client want to receive maximum tax benefit for charitable contributions?
6. Would my client consider creating a private foundation, but be interested in exploring other options?
7. Does my client place a priority on sound financial management of charity contributions?
|