We’re here to help.
Whether you are an attorney, wealth manager, financial planner, or other advisor, Austin Community Foundation can be a resource for you and your clients. We’re here to help you provide thoughtful solutions to meet your clients’ charitable giving needs.
"When I can help my client with their philanthropic goals, it strengthens our relationship. I know when I send a client to Austin Community Foundation they will get the help they need to do good things."Fred Frey, ML&R Wealth Management
Solutions for your clients:
- Appreciated assets
- Family changes
- IRA beneficiary
- 3rd party investment management
- Philanthropic advising
- Family foundation alternative
- Donor advised fund
- Memorial fund
- Charitable bequest
- Charitable gift annuity
- Charitable lead trust
- Charitable remainder
Your client wishes to sell appreciated real estate property or a rental property, but is concerned about capital gains taxes.
Giving all or part of real estate that has appreciated in value to the Foundation will eliminate or reduce capital gains taxes and can replace less efficient charitable giving. We accept gifts of real estate through our supporting organization (Charitable Holdings II) and transfer their value to your client’s fund when they have been sold. Your client can even continue or begin to receive lifetime income from their gift. They will have the satisfaction of giving to one or more charities (in Austin or beyond) immediately, during their remaining lifetime and even creating a legacy that lasts forever
Your client will be receiving additional taxable income this year. She’d like to give some to a charity, but isn’t ready to decide which one and might want to extend her giving over future years.
By opening a donor advised fund, your client locks in her tax deduction for the current year and then can take time to set her charitable goals and enjoy her giving.
What are they passionate about? How do they want to be remembered? A bequest to Austin Community Endowment will help take care of our community forever.
A life-income gift, such as a charitable gift annuity, can provide the friend a lifetime income—and allow your client to support a favorite charity following the friend’s death.
The Foundation can accept almost any tangible asset to help you set up a charitable fund.
Your client wants to open a fund but prefers to retain your services to invest their funds. Can a third-party manage a fund held at the Foundation?
We use long-term investment strategies to ensure that philanthropic dollars donated by generous Austinites last forever while also making available the maximum amount possible for grantmaking every year. However, we understand the value of long-term relationships. It is possible for your client to create a fund at the Foundation and retain your investment management.