SERVICES FOR PROFESSIONAL ADVISORS
The Hope Foundation helps financial planners, CPAs, attorneys and other professionals build stronger relationships with their clients. We enable your clients to give in tax-smart ways – and get the greatest possible impact out of their giving. We also provide you with tools and educational materials to strengthen your expertise in charitable giving.
We invite you to become a member of our Professional Advisory Board. This is a group of estate and financial planners which we partner with to help them incorporate charitable giving into their practice. This builds client trust, attracts new clients, and enhances the meaning of your work.
Here are some of what Hope can do for you and your clients:
An alternative to a private foundation, a donor advised fund allows your clients to make giving easy, effective and efficient. Your clients makes a donation to a separately administered fund at Hope for which the client receives a tax deduction. While the funds have legally been given to Hope, we contractually allow the donor to advise us how the funds are to be invested and to advise us to what charitable organization they eventually will be given. For funds larger than $200,00, you may manage the investment of your clients' assets after they have been given to Hope Hope.
Financial & Retirement Planning
All financial or retirement plans should include the use of a donor advised fund. A donor advised fund allows your client to make tax-deductible contributions during your highest income earning years prior to retirement and then make withdrawals after they are retired to make charitable contributions when their income is likely lower. The contributions are invested and grow tax-free until your client decides to make grants or distributions from the account.
A donor advised fund also serves to eliminate the natural tension or conflict which arises when one is concerned about depleting savings after retirement. The concern or worry about depleting savings by making charitable contributions can be eliminated by having a donor advised fund which can be the source of all your client's charitable giving after retirement (and before).
A donor advised fund is an ideal tool for estate and charitable gift planning. Having your client name his donor advised fund as the charitable beneficiary of his will, charitable trust, gift annuity, retirement plan or insurance policy at the time of his death offers ultimate flexibility and simplicity. He advises us as to whom, how much, and when to give from his fund. He may add or delete charities by letter, saving the time and expense of changing wills, trusts or other legal documents.
In addition, your client may name his children, grandchildren or other trusted advisors to continue the legacy of his giving beyond his lifetime. This allows your client to pass his personal giving values to his family, or others he selects, to continue the support of those types of charities or ministries that are important to him.
Finally, a Hope Foundation Legacy Fund offers a donor the unique opportunity to create a charitable legacy. Upon death, the fund would convert to an endowed fund whereby only the earnings from the fund or a percentage of the fund would be available for grant-making. This enables a donor to create a charitable legacy beyond their lifetime by supporting the non-profits or Christian ministries that matter most to them even after their death.
More information on estate planning
Article on the creative use of a donor advised fund in estate planning.
Give practically any kind of gift
Whether its marketable securities, real estate or shares in a privately held company, Hope offers innovative ways to liquidate assets and put the proceeds to work in the Kingdom.
Balance giving with other financial goals
If your clients seek to give more but need to balance their philanthropy with income needs or estate-planning goals, Hope offers several solutions.
Charitable Gift Planning
Hope Christian Community Foundation is available to assist you and your clients with their planned giving both now and in generations to come. Gift planning includes complex (non-cash) gifts, gifts that provide income, gifts with life insurance, and giving through your will or living trust to name a few.
Planned Giving Design Center Planned Giving Calculator: Compliance NOW is an advanced calculator that is designed to help gift planning advisors calculate the exact amount of a charitable contribution deduction. When the donor claims a charitable contribution deduction, they are required to show the IRS the steps used in the calculation. Compliance NOW does this by providing a detailed report that is suitable for inclusion with the donor's tax return.
More information on Charitable Gift Planning.
Educational materials
Our goal is to help you help your clients. So we provide you with tools to serve your clients in ways other financial institutions can't.
