Help Your Clients Achieve their Charitable Goals
The DCF helps professional advisors help their clients achieve their charitable goals, maximizing both tax advantages and philanthropic impact as part of their overall financial planning. Our team members are skilled in working with donors who have complex charitable objectives and planning needs.
By partnering with the DCF, you and your clients benefit from:
- Maximum Tax Benefits
The DCF is a 501(c)3 registered charity, so gifts qualify for the highest available tax deductions (usually better than creating a private foundation). - Easy Set-up and Administration
Opening a fund is typically quicker than opening a bank account. We manage all administration and grantmaking, freeing your clients from management and paperwork. - Careful Stewardship
The DCF is dedicated to building a permanent source of charitable dollars for the community. We strive to maximize growth of capital over time, while minimizing risk and volatility. - Shared Goals
All of us – you, your clients and we at the DCF – want strong, thriving communities. We partner with professional advisors and their clients to make that a reality.
Is DCF Right For Your Clients?
Do you have clients who:
- Care deeply about local and/or global charitable causes?
- Give to more than one cause?
- Are interested in creating a personal or family legacy?
- Are considering creating a private foundation, but concerned about cost and administrative complexity?
- Would like to stay involved in the use of their gift dollars?
- Want maximum tax benefits for charitable contributions?
- Place a priority on the sound financial management of their contributions?
If you answered yes to any of these questions, the DCF may be right for your clients.
Still Have Questions?
Contact us to request more information!