For Financial Advisors
Information for Financial Advisors and their Clients
From client management to donor experience, let’s work together
Shepherd resources for good!
We recognize your commitment to your clients. We understand the importance of a strong relationship that can guide productive decisions.
Together we can help your client open a charitable fund; structure outside investment management; and provide philanthropic expertise and advising.
Fund Administration
Since our establishment in 1998, TTCF has responsibly managed the philanthropic contributions of thousands of donors. An important priority for us is the balance between long-term investment strategies which guarantee a charitable dollars in perpetuity, and the maximization of funds available today so that we can steward resources into our community now.
Alternatives to Private Foundations or Commercial Charitable Funds
Some clients believe that a private foundation provides their only option for long-term involvement with their charitable assets. In reality, a named fund or supporting organization at a community foundation offers numerous advantages. It provides real ways for clients to stay engaged in giving and avoids many of the hassles of private foundation management.
Explore the information in this section to look at these charitable giving options. Private Foundation, For-Profit Gift Funds, or Donor Advised Fund?
Transferring a Private Foundation to TTCF
If your client has an existing private foundation, they may find several benefits to transferring it to an advised fund with TTCF. Through a simple transfer process, your client may be able to avoid some of the hassles (and costs) of private foundation management.
There are two options to consider: the Donor Advised Fund option and the Support Organization option. Both allow your clients to remain involved in grantmaking if they want and to maintain their intent, name, and pattern of giving—in perpetuity if they wish.
I wanted to use an organization that was really involved with the community, experienced, and successful. I wanted to do three things: honor my husband E.J, help the youth golf community, and rely on a respectable and knowledgeable organization to accomplish this. TTCF has provided all of these and I am so grateful to them for that! I really didn’t know what to do but they made it easy.