Financial Advisors

If you work with philanthropic families or companies, we can help you understand and assess tax-saving options to make the most of your clients’ charitable giving, while at the same time maximizing your business with your clients.

In addition, you will be connecting your clients with the most trusted leader in the philanthropic field. We are recognized for our ability to handle challenging charitable transactions and for our in-depth knowledge of charitable giving. Instantly you and your client will have access to a staff of professionals who will make sure each charitable investment provides the greatest emotional, civic and financial benefit possible.

Maximize Your Clients’ Giving

The Long Beach Community Foundation is a public charity, so your clients will receive the maximum tax deduction allowed by law, avoid capital gains tax and may be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community and provide bottom-line benefits to the donor.

Professional Advisor Toolkit (PDF)

Donor Advised Fund Application (PDF)

 

Header photo courtesy of Nancy Foster. Used with permission.