Assessing Client Interests
Is giving through the Community Foundation Serving Greeley and Weld County a good match for your clients? If you answer yes to any of the questions, you can be assured your clients would benefit from knowing more about us.
- Do you have clients who care deeply about their local community?
- Are they interested in creating a personal or family legacy?
- Are they considering the creation of a private foundation, but concerned about cost and administrative complexity?
- Are they looking for flexible, innovative ways to include charitable giving in their financial or estate plan?
- Do your clients have non-liquid assets they would like to invest in charity, while gaining maximum tax benefit?
- Would a flexible planned gift that is easy to administer complement their wealth preservation strategy?
- Do they place a priority on sound financial management of their contributions?
We look forward to sharing more information with you and to finding out how we can best fulfill the individual needs of your clients. For additional resources, please click here.
