How can you determine which clients may be interested in giving through the Frankenmuth Community Foundation?

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If you can answer "yes" to any of the following questions about your client, you can be assured that the Frankenmuth Community Foundation is right for them.

  • Are they committed to the Frankenmuth Community?
  • Do they give to more than one charitable cause?
  • Are they interested in creating a personal or family legacy in Frankenmuth?
  • Do they want to receive the maximum tax benefit for their charitable contributions?

Being Aware of Charitable Opportunities

As a trusted professional advisor, your clients look to you for solid advice about the management and investment of their assets. You provide a valuable service to them by being aware of and helping them identify financial situations when a charitable gift would be in their best interest.
Some examples:

  • Year-end tax planning reveals a need for additional tax deductions.
  • Estate planning activities show the possibility of significant estate taxes.
  • A community-minded client is uneasy donating the principal of retirement savings.
  • Your client shows interest in creating a private foundation
  • Your client owns highly appreciated stock in a company that is about to be acquired.
  • Your client has substantial IRA and 401(k) assets as part of his/her estate mix.

Making a positive impact in the Frankenmuth area!

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