We offer flexible, effective, and rewarding ways to accomplish your client's philanthropic goals. Consider our four most popular types of funds:
Your clients might be surprised by the ways they can give, and the financial and tax benefits available. We have significant experience accepting:
The New York Community Trust offers the advantages of a private foundation without most of the expense and hassle. A fund in The Trust often is a wiser choice. Administrative costs are lower; donors can take advantage of the grantmaking experts, investment staff, and other resources of a large foundation.
And because The Trust is a public charity, donors get the maximum tax benefits allowed by law. Find out details for lawyers and wealth managers in our Professional Notes.
We often hear from lawyers when clients are writing—or rewriting—wills. We can help you talk with your clients about charitable giving, or whether a charitable remainder trust, charitable lead trust, or bequest is the right answer.
A community foundation like ours is the perfect place to discuss planned giving. Should you and your client decide to establish a fund, we can provide sample language for an inter vivos gift or a bequest.
Remember: A permanent fund in The Trust will continue a family’s name and ensure that the causes they care about will be supported forever.