Turn your clients' assets into a force for good
Are your clients doing estate planning? Exercising stock options? Managing an inheritance? Our experts can assist as you help them achieve their charitable and financial goals.
We work with professional advisors by providing strategic counsel and helping integrate philanthropy into estate plans. We can help your clients give back to the causes they care about, whether for a gift today or a bequest for tomorrow.
Why professional advisors choose The New York Community Trust
- You control the client relationship. We can extend the range of services you offer.
- We’ve got great options. We can except a range of assets and can tailor charitable funds to your clients’ individual needs. We also offer a variety of investment vehicles.
- Your client can create a philanthropic legacy that withstands the test of time. They can rest assured we’ll honor their charitable wishes, funding effective nonprofits in their name, for generations.
- It’s tax-efficient. Your client receives the maximum income tax deduction allowed by law for charitable contributions, greater than the deduction to a private foundation for certain gifts.
- We have a deep bench of experts. Because we house thousands of funds, your client can take advantage of great economies of scale. Our staff and board ensure that each charitable fund at The Trust is carefully and thoughtfully invested and applied.
Charitable legacies that withstand the test of time
Maximize your clients’ charitable giving. Contact us today.
(212) 686-0010 x363 | giving@nyct-cfi.org
