Why should the Community Foundation be your philanthropic partner?
Staff members at the Henry County Community Foundation are ready to work together with you to provide the best services to your clients. While we work with you, you stay in control of your client relationships; we're here to help. We will provide support, information, and expertise on charitable giving and technical support provided through PALS (Planned Giving Answers Online). We help you build stronger relationships and your clients will appreciate the charitable impact and tax advantages you help them achieve. Through our partnership, we help you connect across generations. When you help families establish a fund with us, you stay involved for generations.
Working with Clients
Some of the greatest opportunities to make charitable gifts arise when making major business, personal and financial decisions.
- Year-end tax planning
- Strategic giving
- Sale of business
- Closely held stock
- High estate taxes
- Retirement planning
- IRA and 401k
- Sale or disposition of highly appreciated assets
- Major life altering event
- Gifting through Insurance