For Professional Advisors

Do you ask the giving question?

Whether you are a financial advisor, an attorney, an accountant, or a stock or insurance broker, you have an opportunity to play a key role in helping your clients give back to their community while managing their assets or planning their estates. One of the greatest opportunities to assist your clients in maximizing the personal benefits of giving occurs when they are making other major business, personal, and financial decisions, such as:

  1. Estate planning
  2. Writing a will
  3. Sale of a business or other major asset
  4. Retirement planning or management
  5. At times of a financial windfall

In many of these situations, an opportunity exists to help your clients through planned giving. One of the most important things you can do to help your clients enjoy the benefits of planned giving is to ask them the giving question – “Are there charitable or community needs you would like to consider in your planning?”

The Homer Foundation can provide you with information on charitable opportunities in the greater Homer area, and share how easy it is for your clients to give to or through the Homer Foundation today or in the future.

Resources for Professional Advisers:

Planned Giving Design Center

Council on Foundations

Philanthropy Northwest

Association of Fundraising Professionals, Alaska Chapter

Forms to Establish a Fund

Planned Giving

Donor Advised Fund Agreement

Field of Interest Fund Agreement

Agency Fund Agreement