Advisors

Professional Advisors

Your clients rely on your advice and expertise. You have helped them build businesses, provide for their families’ future, and protect and grow assets. When they are ready to think about philanthropy, you are often first consulted because of the trusted relationship you have built.  The Community Foundation of West Chester/Liberty can be a partner for you in navigating that conversation, providing expert guidance and efficient solutions for your client’s charitable giving goals.

As the philanthropic resource for the northern Cincinnati region, we will work with you to provide custom charitable strategies that maximize both the financial benefit to your client and the impact for the causes they care about most.  With the Community Foundation of West Chester/Liberty, you can expect a relationship-based approach fueled by industry knowledge and local focus meaning you and your clients receive professional level service with a personal feel.

Partnering with the Community Foundation

• Flexible giving options to meet you client’s unique needs
• Estate planning and legacy giving
• Transitioning private foundation assets to a donor advised fund (DAF)
• Tax-efficient giving strategies
• Potential to continue managing your client’s assets
• Gift Acceptance Policies:
  

  Cash

  Life insurance

  Publicly Traded Securities

  Real Property

  Closely Held Stock and Partnership Interests

  Tangible Personal Property

Options for Your Clients

The Community Foundation offers a variety of giving options to meet your clients' needs, and variety of funds facilitate their charitable giving goals. Visit the Starting a Fund tab to review how your clients can give now or plan for a Legacy Gift.

Contact
Erin Clemons
[email protected]
513.682.8062